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Benjamin Madtes, Cfp® Email & Phone Number

Financial Planner at Creative Planning
Location: Alexandria, Virginia, United States 7 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Planner
Location
Alexandria, Virginia, United States
Company size

Who is Benjamin Madtes, Cfp®? Overview

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Quick answer

Benjamin Madtes, Cfp® is listed as Financial Planner at Creative Planning, a company with 631 employees, based in Alexandria, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Benjamin Madtes, Cfp®.

Benjamin Madtes, Cfp® previously worked as Client Service Associate at Bernhardt Wealth Management and Executive Assistant To Chief Executive Officer at Bernhardt Wealth Management. Benjamin Madtes, Cfp® holds Bachelor Of Science - Bs, Hospitality And Tourism Management from College Of Charleston School Of Business.

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Creative Planning

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Profile bio

About Benjamin Madtes, Cfp®

Benjamin Madtes, Cfp® is a Financial Planner at Creative Planning.

Current workplace

Benjamin Madtes, Cfp®'s current company

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Creative Planning
Creative Planning
Financial Planner
overland park, kansas, united states
Employees
631
AeroLeads page
7 roles

Benjamin Madtes, Cfp® work experience

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Client Service Associate

Bernhardt Wealth Management

Mclean, Virginia, United States

- Onboarded new clients including gathering information, preparing and sending paperwork for new accounts, following-up with client for newly opened accounts and tracking account transfers.- Created and updated CRM actions and ensured follow through as well as timely completion of onboarding tasks and ensured communication with the team.- Performed client.

Dec 2020 - Feb 2022

Executive Assistant To Chief Executive Officer

Bernhardt Wealth Management

- Provided support as needed by fielding calls, managing contacts, schedules and expenses, booking travel, preparing correspondence, producing reports and creating presentation materials for the President.- Maintained company website including posts for company Blog, LinkedIn and other social media sites.- Coordinated the Profiles in Success process.

Mar 2019 - Dec 2020

World Traveler

- Traveled to 47 countries in 15 months. - Created travel plans, identified hostels and other accommodations, used language and interpersonal skills.- Attended the World Cup in Russia, Carnival in Rio, the Olympic Games in Mongolia, and others. - Proved resilience and adaptability by traveling to some austere regions. Overcame many difficult situations.

Aug 2017 - Oct 2018

Lead Bartender/Engineer

Charleston, South Carolina Area

- Managed ordering and inventory. - Assured guest satisfaction throughout all aspects of operations.- Used Salesforce to acknowledge and resolve guest issues.

Oct 2016 - May 2017

Stocker

- Greeted customers, responded to customer inquiries, assisted customers with locating items in the store, and provided system rainchecks. - Very polite and cordial when resolving customer complaints.- Unloaded delivery trucks, broke down merchandise pallets, distributed merchandise to the sales floor, and organized the back room.

Sep 2013 - Oct 2016

Cavalary Scout

Fort Bragg, NC

- Managed a team of 3 personnel and planned and organized logistics for deployment and exercises including gear, equipment, and travel plans. Assisted fellow team members to ensure high morale.- Maintained equipment and vehicles. - Deployed to Haiti for four months in response to the earthquake. Set up tents, provided medical attention/triage, and handed.

Aug 2007 - Apr 2012
Team & coworkers

Colleagues at Creative Planning

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1 education record

Benjamin Madtes, Cfp® education

FAQ

Frequently asked questions about Benjamin Madtes, Cfp®

Quick answers generated from the profile data available on this page.

What company does Benjamin Madtes, Cfp® work for?

Benjamin Madtes, Cfp® works for Creative Planning.

What is Benjamin Madtes, Cfp®'s role at Creative Planning?

Benjamin Madtes, Cfp® is listed as Financial Planner at Creative Planning.

Where is Benjamin Madtes, Cfp® based?

Benjamin Madtes, Cfp® is based in Alexandria, Virginia, United States while working with Creative Planning.

What companies has Benjamin Madtes, Cfp® worked for?

Benjamin Madtes, Cfp® has worked for Creative Planning, Bernhardt Wealth Management, Sabbatical, Marriott International, and Delhaize America.

Who are Benjamin Madtes, Cfp®'s colleagues at Creative Planning?

Benjamin Madtes, Cfp®'s colleagues at Creative Planning include Judd Eberhart, Cfp®, Antonia Decarlo, Chris Hudson, Travis Bezella, Cfp®, and Jeff Barnthouse, Jd, Mba, Cfp®.

How can I contact Benjamin Madtes, Cfp®?

You can use AeroLeads to view verified contact signals for Benjamin Madtes, Cfp® at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Benjamin Madtes, Cfp® attend?

Benjamin Madtes, Cfp® holds Bachelor Of Science - Bs, Hospitality And Tourism Management from College Of Charleston School Of Business.

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