Benjamin Kautz, Cfp® work email
- Valid
- Valid
Benjamin Kautz, Cfp® personal email
Benjamin Kautz, Cfp® phone numbers
CERTIFIED FINANCIAL PLANNER™ professional with 20+ years experience creating sound investment solutions by delivering advice and services at fee-only wealth management firms. Specialization in client portfolio management, business development, and building solid client relationships. Dedicated work ethic, strong strategic and analytical skills with a recognized ability to optimize performance and growth. Highly-skilled in balancing priorities for short-term and long range goals, effective with self-managed projects, or as a team member to support company objectives.Focused, goal-oriented individual with successful approach in project management and ability to meet deadlines under pressure.Comprehensive experience with problem resolution, economic and business functions in time-critical, fast-paced and high-volume settings.Organized, analytical leader with capacity to easily master new tasks and manage multiple responsibilities and assume increased work-load.Ability to adapt quickly to challenges and changing environments and communicate such information to clients in a poised and sensitive manner with tact and diplomacy.Specialties:• Establishing Client Relationships • Portfolio and Asset Management • Investment Strategies and Analysis • Employee Management • Junxure, Tamarac CRM & Salesforce• Morningstar Principia Pro & Advisor Station• Portfolio Center, Orion, iRebal• BNA tax planning software • Navi-plan, Money-Guide Pro, InStream
-
Executive Managing DirectorMercer Advisors Jan 2024 - PresentDenver, Colorado, UsHead of Mercer Advisors Eastern Division & Ascend Group -
Managing DirectorMercer Advisors Nov 2017 - Jan 2024Denver, Colorado, UsResponsible for growing Mercer Advisors Northern California & Great Lakes Region while helping clients achieve Economic Freedom.Focus on working with ultra high net worth clients and developing new business through center of influences, Fidelity Wealth Advisor Solutions® (WAS), Schwab Advisor Network®, and existing client referralsSpecialization in maintaining our existing relationships, identifying and establishing new relationships , leading our team and driving growth for the Great Lakes region
-
Client Advisor/Branch ManagerMercer Advisors Dec 2016 - Nov 2017Denver, Colorado, Us
-
Regional Vice President/Branch ManagerMercer Advisors Oct 2015 - Dec 2016Denver, Colorado, Us
-
Regional Vice PresidentMercer Advisors Jul 2014 - Oct 2015Denver, Colorado, Us
-
Senior Wealth AdvisorDestination Wealth Management Mar 2011 - Jul 2014Responsible for the upholding and supervision of 110 high net worth client engagementsProvided comprehensive financial planning strategies such as retirement planning, risk management, income tax planning, and long term cash flow analysisSuccessful development of new business through center of influences, Schwab Advisor Network, and existing client referrals
-
Associate AdvisorSummit Financial Strategies, Inc. May 2010 - Feb 2011Columbus, Ohio, UsManaged 80 client engagements Highly skilled in analyzing, interpreting, summarizing client documents, and preparing client recommendationsChair of company internship program. Accountable for identifying, recruiting, and management of staffHead of Technology committee supervising all computer and IT related issues as well as Business Continuity and Disaster Recovery plans -
Staff Financial AdvisorSummit Financial Strategies, Inc. Jan 2005 - Apr 2010Columbus, Ohio, UsManaged and performed detailed portfolio updates. Created and maintained online database allowing clients the ability to login and check current status of assets under firm management, generate current position reports, performance and gain/loss reports.
-
Staff Financial PlannerSummit Financial Strategies, Inc. Mar 2004 - Jan 2005Columbus, Ohio, UsGenerated reports for client updates, utilizing excel spreadsheets to produce personal financial statements, asset allocations, and investment matrixes.
Benjamin Kautz, Cfp® Skills
Benjamin Kautz, Cfp® Education Details
-
Ohio UniversityMinor In Business -
University Of South AlabamaFinance
-
Kaplan UniversityCertificate In Financial Planning
Frequently Asked Questions about Benjamin Kautz, Cfp®
What company does Benjamin Kautz, Cfp® work for?
Benjamin Kautz, Cfp® works for Mercer Advisors
What is Benjamin Kautz, Cfp®'s role at the current company?
Benjamin Kautz, Cfp®'s current role is Executive Managing Director.
What is Benjamin Kautz, Cfp®'s email address?
Benjamin Kautz, Cfp®'s email address is bk****@****.rr.com
What is Benjamin Kautz, Cfp®'s direct phone number?
Benjamin Kautz, Cfp®'s direct phone number is (800) 898*****
What schools did Benjamin Kautz, Cfp® attend?
Benjamin Kautz, Cfp® attended Ohio University, University Of South Alabama, Kaplan University.
What skills is Benjamin Kautz, Cfp® known for?
Benjamin Kautz, Cfp® has skills like Portfolio Management, Financial Advisory, Strategic Financial Planning, Investment Strategies, Investments, Risk Management, Asset Management, Finance, Retirement Planning, Asset Allocation, Wealth, Employee Management.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial