Ben Briggs, Cpa, Cfp®, Ms
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Ben Briggs, Cpa, Cfp®, Ms Email & Phone Number

Partner and Private Wealth Manager at Creative Planning
Location: San Francisco Bay Area, United States 6 work roles 2 schools
1 work email found @creativeplanning.com 1 phone found area 214 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email b****@creativeplanning.com
Direct phone (214) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Partner and Private Wealth Manager
Location
San Francisco Bay Area, United States
Company size

Who is Ben Briggs, Cpa, Cfp®, Ms? Overview

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Quick answer

Ben Briggs, Cpa, Cfp®, Ms is listed as Partner and Private Wealth Manager at Creative Planning, a with 1946 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at creativeplanning.com, phone signal with area code 214, and a matched LinkedIn profile for Ben Briggs, Cpa, Cfp®, Ms.

Ben Briggs, Cpa, Cfp®, Ms previously worked as Partner / Private Wealth Manager at Creative Planning and Private Wealth Manager at Creative Planning Inc.. Ben Briggs, Cpa, Cfp®, Ms holds Bachelor Of Business In Financial Consulting, Accounting & Finance from Southern Methodist University - Cox School Of Business.

Company email context

Email format at Creative Planning

This section adds company-level context without repeating Ben Briggs, Cpa, Cfp®, Ms's masked contact details.

*@creativeplanning.com
71% confidence

AeroLeads found 1 current-domain work email signal for Ben Briggs, Cpa, Cfp®, Ms. Compare company email patterns before reaching out.

Profile bio

About Ben Briggs, Cpa, Cfp®, Ms

Ben is a Private Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015)*.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.

Listed skills include Financial Planners, Tax, Strategic Financial Planning, Estate Planning, and 33 others.

Current workplace

Ben Briggs, Cpa, Cfp®, Ms's current company

Company context helps verify the profile and gives searchers a useful next step.

Creative Planning
Creative Planning
Partner and Private Wealth Manager
Denver, CO, US
Employees
1946
AeroLeads page
6 roles

Ben Briggs, Cpa, Cfp®, Ms work experience

A career timeline built from the work history available for this profile.

Partner / Private Wealth Manager

Current

San Francisco Bay Area

Oct 2023 - Present

Senior Financial Planner

Rgt Wealth Advisors

Dallas/Fort Worth Area

Apr 2011 - Apr 2016
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

2 education records

Ben Briggs, Cpa, Cfp®, Ms education

FAQ

Frequently asked questions about Ben Briggs, Cpa, Cfp®, Ms

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

What company does Ben Briggs, Cpa, Cfp®, Ms work for?

Ben Briggs, Cpa, Cfp®, Ms works for Creative Planning.

What is Ben Briggs, Cpa, Cfp®, Ms's role at Creative Planning?

Ben Briggs, Cpa, Cfp®, Ms is listed as Partner and Private Wealth Manager at Creative Planning.

What is Ben Briggs, Cpa, Cfp®, Ms's email address?

AeroLeads has found 1 work email signal at @creativeplanning.com for Ben Briggs, Cpa, Cfp®, Ms at Creative Planning.

What is Ben Briggs, Cpa, Cfp®, Ms's phone number?

AeroLeads has found 1 phone signal(s) with area code 214 for Ben Briggs, Cpa, Cfp®, Ms at Creative Planning.

Where is Ben Briggs, Cpa, Cfp®, Ms based?

Ben Briggs, Cpa, Cfp®, Ms is based in San Francisco Bay Area, United States while working with Creative Planning.

What companies has Ben Briggs, Cpa, Cfp®, Ms worked for?

Ben Briggs, Cpa, Cfp®, Ms has worked for Creative Planning, Creative Planning Inc., Tolleson Wealth Management, and Rgt Wealth Advisors.

Who are Ben Briggs, Cpa, Cfp®, Ms's colleagues at Creative Planning?

Ben Briggs, Cpa, Cfp®, Ms's colleagues at Creative Planning include Lexie Smail, Jahid Islam, Michelle Calhoun, Joe Galunas, Cfa, Cfp®, and Collin Clair.

How can I contact Ben Briggs, Cpa, Cfp®, Ms?

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

What schools did Ben Briggs, Cpa, Cfp®, Ms attend?

Ben Briggs, Cpa, Cfp®, Ms holds Bachelor Of Business In Financial Consulting, Accounting & Finance from Southern Methodist University - Cox School Of Business.

What skills is Ben Briggs, Cpa, Cfp®, Ms known for?

Ben Briggs, Cpa, Cfp®, Ms is listed with skills including Financial Planners, Tax, Strategic Financial Planning, Estate Planning, Auditing, Investment Management, Retirement Planning, and High Net Worth Insurance.

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