AeroLeads people directory · profile
Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® Email & Phone Number
Private Wealth Advisor and Founder
at
Summation Wealth Group
1 work email found
@northwesternmutual.com
8 phones found area 719 and 641
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Wealth Advisor and Founder
Location
Colorado Springs, Colorado, United States
Who is Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® is listed as Private Wealth Advisor and Founder at Summation Wealth Group, based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at northwesternmutual.com, phone signal with area code 719, 641, and a matched LinkedIn profile for Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®.
Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® previously worked as Private Wealth Advisor/Founder at Summation Wealth Group and Member Board Of Trustees at Pikes Peak Community Foundation. Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® holds B. A., Russian, Comparative Literature from Colorado College.
Company email context
Email format at Summation Wealth Group
This section adds company-level context without repeating Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®'s masked contact details.
*@northwesternmutual.com
68% confidence
AeroLeads found 1 current-domain work email signal for Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®. Compare company email patterns before reaching out.
Profile bio
About Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®
Private Wealth Advisor | Founder at Summation Wealth Group | 2023 Forbes Best-in-State Advisor
Listed skills include Estate Planning, Fixed Annuities, Life Insurance, Leadership, and 15 others.
Current workplace
Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® work experience
A career timeline built from the work history available for this profile.
Private Wealth Advisor/Founder
CurrentBuild holistic financial plans by integrating disparate components of people's lives to create a cohesive and focused financial roadmap.
Mar 2000 - Present
Member Board Of Trustees
Mar 2020 - Mar 2021
Sep 2012 - Jun 2017
Field Director
Feb 2005 - 2007
Crew Leader
Volunteers For Outdoor Colorado
Build and maintain hiking trails.
May 2003 - Aug 2006
1 education record
Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® education
-
Colorado College
FAQ
Frequently asked questions about Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®
Quick answers generated from the profile data available on this page.
What company does Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® work for?
Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® works for Summation Wealth Group.
What is Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®'s role at Summation Wealth Group?
Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® is listed as Private Wealth Advisor and Founder at Summation Wealth Group.
What is Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®'s email address?
AeroLeads has found 1 work email signal at @northwesternmutual.com for Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® at Summation Wealth Group.
What is Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®'s phone number?
AeroLeads has found 8 phone signal(s) with area code 719, 641 for Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® at Summation Wealth Group.
Where is Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® based?
Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® is based in Colorado Springs, Colorado, United States while working with Summation Wealth Group.
What companies has Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® worked for?
Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® has worked for Summation Wealth Group, Pikes Peak Community Foundation, Colorado Springs Fine Arts Center At Colorado College, Northwestern Mutual, and Volunteers For Outdoor Colorado.
How can I contact Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®?
You can use AeroLeads to view verified contact signals for Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® at Summation Wealth Group, including work email, phone, and LinkedIn data when available.
What schools did Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® attend?
Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® holds B. A., Russian, Comparative Literature from Colorado College.
What skills is Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® known for?
Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® is listed with skills including Estate Planning, Fixed Annuities, Life Insurance, Leadership, Disability Insurance, Entrepreneurship, Leadership Development, and Long Term Care.
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