Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®

Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® Email and Phone Number

Private Wealth Advisor and Founder @ Summation Wealth Group
Colorado Springs, CO, US
Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®'s Location
Colorado Springs, Colorado, United States, United States
Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®'s Contact Details

Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® work email

Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® personal email

n/a
About Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®

Private Wealth Advisor | Founder at Summation Wealth Group | 2023 Forbes Best-in-State Advisor

Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®'s Current Company Details
Summation Wealth Group

Summation Wealth Group

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Private Wealth Advisor and Founder
Colorado Springs, CO, US
Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® Work Experience Details
  • Summation Wealth Group
    Private Wealth Advisor And Founder
    Summation Wealth Group
    Colorado Springs, Co, Us
    View
  • Summation Wealth Group
    Private Wealth Advisor/Founder
    Summation Wealth Group Mar 2000 - Present
    Build holistic financial plans by integrating disparate components of people's lives to create a cohesive and focused financial roadmap.
    View
  • Pikes Peak Community Foundation
    Member Board Of Trustees
    Pikes Peak Community Foundation Mar 2020 - Mar 2021
    Colorado Springs, Colorado, Us
    View
  • Colorado Springs Fine Arts Center At Colorado College
    Board Member
    Colorado Springs Fine Arts Center At Colorado College Sep 2012 - Jun 2017
    Colorado Springs, Co, Us
    View
  • Northwestern Mutual
    Field Director
    Northwestern Mutual Feb 2005 - 2007
    Milwaukee, Wi, Us
    View
  • Volunteers For Outdoor Colorado
    Crew Leader
    Volunteers For Outdoor Colorado May 2003 - Aug 2006
    Build and maintain hiking trails.

Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® Skills

Estate Planning Fixed Annuities Life Insurance Leadership Disability Insurance Entrepreneurship Leadership Development Long Term Care Finance Retirement Long Term Care Insurance Financial Services Strategic Planning Investments Public Speaking Customer Service Wealth Management Team Building Financial Advisory

Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® Education Details

  • Colorado College
    Colorado College
    Comparative Literature

Frequently Asked Questions about Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®

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 the current company?

Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®'s current role is Private Wealth Advisor and Founder.

What is Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®'s email address?

Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®'s email address is ri****@****msn.com

What is Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®'s direct phone number?

Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®'s direct phone number is +171935*****

What schools did Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® attend?

Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® attended Colorado College.

What are some of Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc®'s interests?

Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® has interest in Estate Planning, Entrepreneurship, Investor Behavior, Financial Freedom, Traveling, Volunteering, Exercise, Leadership Development, Reading, Buiding Hiking Trails.

What skills is Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® known for?

Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® has skills like Estate Planning, Fixed Annuities, Life Insurance, Leadership, Disability Insurance, Entrepreneurship, Leadership Development, Long Term Care, Finance, Retirement, Long Term Care Insurance, Financial Services.

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