Co-Founder And Head Of Financial Planning
Current
Sep 2021 - Present
AeroLeads people directory · profile
Benjamin Webster, Cfp® Email & Phone Number
Co-Founder and Head of Financial Planning at Advisor 123 / Co-Founder at Aspire Wealth Advisory
at
Advisor 123
1 work email found
@formulafolios.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Founder and Head of Financial Planning at Advisor 123 / Co-Founder at Aspire Wealth Advisory
Location
Grand Rapids, Michigan, United States
Who is Benjamin Webster, Cfp®? Overview
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Quick answer
Benjamin Webster, Cfp® is listed as Co-Founder and Head of Financial Planning at Advisor 123 / Co-Founder at Aspire Wealth Advisory at Advisor 123, based in Grand Rapids, Michigan, United States. AeroLeads shows a work email signal at formulafolios.com and a matched LinkedIn profile for Benjamin Webster, Cfp®.
Benjamin Webster, Cfp® previously worked as Co-Founder and Head of Financial Planning at Advisor 123 and Co-Founder and Owner at Aspire Wealth Advisory. Benjamin Webster, Cfp® holds Bachelor'S Degree, Bachelor Of Science In Finance from Western Kentucky University.
Company email context
Email format at Advisor 123
This section adds company-level context without repeating Benjamin Webster, Cfp®'s masked contact details.
*@formulafolios.com
68% confidence
AeroLeads found 1 current-domain work email signal for Benjamin Webster, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Benjamin Webster, Cfp®
Benjamin is a co-founder and owner of Aspire Wealth Advisory and Advisor 123. Aspire Wealth is an independent Registered Investment Advisor focused on comprehensive, holistic financial planning and investment management.Advisor 123 is a flat-fee, cost-effective portfolio solution designed to help advisors maximize time and resources in order to focus on delivering a better client experience.
Listed skills include Microsoft Office, Customer Service, Sales, Financial Analysis, and 6 others.
Current workplace
Benjamin Webster, Cfp®'s current company
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6 roles
Benjamin Webster, Cfp® work experience
A career timeline built from the work history available for this profile.
Co-Founder And Owner
Current
Feb 2020 - Present
Financial Planning Team Lead
Jun 2019 - Oct 2020
Financial Planning Specialist
Aug 2016 - May 2019
Paraplanner
Laura Mossakowski, Llc
May 2015 - Jun 2016
Bank Teller
Feb 2014 - May 2015
2 education records
Benjamin Webster, Cfp® education
Bachelor'S Degree, Bachelor Of Science In Finance
Bachelor Of Science In Finance
FAQ
Frequently asked questions about Benjamin Webster, Cfp®
Quick answers generated from the profile data available on this page.
What company does Benjamin Webster, Cfp® work for?
Benjamin Webster, Cfp® works for Advisor 123.
What is Benjamin Webster, Cfp®'s role at Advisor 123?
Benjamin Webster, Cfp® is listed as Co-Founder and Head of Financial Planning at Advisor 123 / Co-Founder at Aspire Wealth Advisory at Advisor 123.
What is Benjamin Webster, Cfp®'s email address?
AeroLeads has found 1 work email signal at @formulafolios.com for Benjamin Webster, Cfp® at Advisor 123.
Where is Benjamin Webster, Cfp® based?
Benjamin Webster, Cfp® is based in Grand Rapids, Michigan, United States while working with Advisor 123.
What companies has Benjamin Webster, Cfp® worked for?
Benjamin Webster, Cfp® has worked for Advisor 123, Aspire Wealth Advisory, Formulafolios, Laura Mossakowski, Llc, and U.S. Bank.
How can I contact Benjamin Webster, Cfp®?
You can use AeroLeads to view verified contact signals for Benjamin Webster, Cfp® at Advisor 123, including work email, phone, and LinkedIn data when available.
What schools did Benjamin Webster, Cfp® attend?
Benjamin Webster, Cfp® holds Bachelor'S Degree, Bachelor Of Science In Finance from Western Kentucky University.
What skills is Benjamin Webster, Cfp® known for?
Benjamin Webster, Cfp® is listed with skills including Microsoft Office, Customer Service, Sales, Financial Analysis, Teamwork, Team Leadership, Problem Solving, and Independent Thinking.
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