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Ben Tuscai, Cfp® Email & Phone Number

Vice President of Financial Planning and Private Wealth Advisor at Sunpointe Investments
Location: King of Prussia, Pennsylvania, United States 8 work roles 2 schools
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Current company
Sunpointe Investments
Role
Vice President of Financial Planning and Private Wealth Advisor
Location
King of Prussia, Pennsylvania, United States
Company size
9 employees

Who is Ben Tuscai, Cfp®? Overview

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Ben Tuscai, Cfp® is listed as Vice President of Financial Planning and Private Wealth Advisor at Sunpointe Investments, a with 9 employees, based in King of Prussia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Ben Tuscai, Cfp®.

Ben Tuscai, Cfp® previously worked as Internal Sales Manager at Vanguard and Senior Internal Sales Consultant at Vanguard. Ben Tuscai, Cfp® holds Master’S Degree, Public Administration from West Chester University Of Pennsylvania.

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Email format at Sunpointe Investments

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Sunpointe Investments

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Profile bio

About Ben Tuscai, Cfp®

I am a father and a husband, which are the two proudest titles I hold.I made the leap from wholesaling for an industry giant to become a financial planner.This has been my dream for over 5-years, but I wanted to make sure I achieved the CERTIFIED FINANCIAL PLANNER designation and found a firm that shared my vision for planning. Sunpointe Investments was the perfect match.The number one question I get when friends and family learned about my job change was, "did you get a big pay bump?" The answer is, "no." Here is what I get to do: I build meaningful relationships that are not transactional. I get to learn about "clients" (who become friends) families and friends. I get to be apart of the incredibly difficult decisions that families have to make while protecting them from the unexpected aspects of life we know can happen. I get to take the stress off of clients plates by thinking ahead, doing analysis behind the scenes, probing to learn more about concerns, and providing education every step of the way.On a personal side, I get to pick my two kids up from school and take them to sports, dance, and other activities. Since the job change, I haven't missed an event with my kids.I get to be famous in my house which is the most important thing to me.Outside of family, I still play in a lacrosse league and am an avid power lifter. I try to keep my body in great shape, while still enjoying what life has to offer.I am, as my wife would describe, a nerd. I love talking about taxes, finding the right insurance coverage for families, designing budgets that fit clients needs, and making sure your legacy is set up via estate planning. Late nights crunching numbers is not a drag for me, but is something I find joy in.I am not the expert on everything but I read a fair amount, and try to stay in learning mode.That is who I am as a person and I am incredibly grateful for the constant support I receive. Sunpointe, LLC (Sunpointe Investments) is a registered investment advisor. Sunpointe provides investment advisory and related services for clients nationally. Sunpointe Investments will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at SunpointeInvestments.com.

Current workplace

Ben Tuscai, Cfp®'s current company

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Sunpointe Investments
Sunpointe Investments
Vice President of Financial Planning and Private Wealth Advisor
st. louis, missouri, united states
Website
sunpointeinvestments.com
Employees
9
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8 roles

Ben Tuscai, Cfp® work experience

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

Vice President Of Financial Planning And Private Wealth Advisor

Current
Sunpointe Investments

St Louis, Missouri, United States

Feb 2023 - Present

Internal Sales Manager

Vanguard
Dec 2020 - Feb 2023

Senior Internal Sales Consultant

Vanguard
Mar 2020 - Dec 2020

Internal Sales Consultant

Vanguard

Malvern, Pa

Manage a book of business with my external partner of Financial Professionals within the Broker Dealer industry. Our goal is to develop relationships with advisors and support their practices through our world class products, literature and research, and, tools and analysis. This role requires some travel into the field and managing many projects and relationships at one time. We use various sale techniques to open the conversation with our advisors to match a product or solution with a specific topic area.

Jun 2018 - Dec 2020

Inbound Sales Associate In Financial Advisor Services

Vanguard

Malvern, Pa

Handles in-bound calls from financial advisor related to general market knowledge, Vanguard product information, and competitor products.Profiles prospective clients, recommends suitable Vanguard investments and passes sales leads to responsible FAS sales team when appropriate.Builds, grows, and maintains advisor relationships with external partner by developing a thorough understanding of Vanguards value added offerings and successfully positioning these services to advisors.Assists Internal and External sales executives by delivering analytics, talking points, and competitive analysis for projects.

Oct 2017 - Jun 2018

Select Services

Vanguard

Help clients find a solution to various problems with their investment portfolios or investment strategies through working with an advisor or guidance. We also look at other areas to save clients on expense ratios and fees by moving assets under one roof to make it easier to invest. Overall our goal is to develop a deeper relationship with clients and build trust.

Aug 2016 - Oct 2017

Client Relationship Associate

Vanguard

Valley Forge, Pa

Assisting all types of investors with meeting their financial goals-the young adult opening a first account, a family saving for a child's college education, a married couple investing for their first home, a high net worth client preserving her wealth, or an entrepreneur managing his small-business retirement plan. As well as, developing relationships with clients to understand their unique investment needs and position appropriate products or solutions

Aug 2015 - Aug 2016

Phone Center Intern

Philadelphia Phillies

Philadelphia, Pa

- Helped clients purchase tickets- Assisted The Big Piece Foundation (Ryan Howards Foundation) with a live auction and set up and take down of the facility.- Ball park tours- Pre-game set up for parties and events.-Event management assistance for the "Run or Dye" event at the stadium

May 2012 - Aug 2012
Team & coworkers

Colleagues at Sunpointe Investments

Other employees you can reach at sunpointeinvestments.com. View company contacts for 9 employees →

MZ Matt Zeigler Matt Zeigler Colleague at Sunpointe InvestmentsWyoming, Pennsylvania, United States View → XL Xiang Li Xiang Li Colleague at Sunpointe InvestmentsIrvine, California, United States View → RH Ryan Heidenreich, Cfp® Ryan Heidenreich, Cfp® Colleague at Sunpointe InvestmentsKansas City, Missouri, United States View → DN Doug Nelson Doug Nelson Colleague at Sunpointe InvestmentsPortsmouth, New Hampshire, United States View → LK Lisa Kearns Lisa Kearns Colleague at Sunpointe InvestmentsWilbraham, Massachusetts, United States View → CK Collin Kendra Collin Kendra Colleague at Sunpointe InvestmentsChicopee, Massachusetts, United States View → JD Jack Dwyer, Cfa, Caia Jack Dwyer, Cfa, Caia Colleague at Sunpointe InvestmentsGreater St. Louis, United States View → JH Jocelyn Hillis Jocelyn Hillis Colleague at Sunpointe InvestmentsGreater St. Louis, United States View →
2 education records

Ben Tuscai, Cfp® education

Master’S Degree, Public Administration

West Chester University Of Pennsylvania

Graduate Certificates: -Sports Management and Athletics - Administration

Bachelor’S Degree, Exercise Science

Immaculata University

Activities and Societies: Men's Lacrosse (4 years), Men's Soccer (1 year)Minor: -Business

FAQ

Frequently asked questions about Ben Tuscai, Cfp®

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

What company does Ben Tuscai, Cfp® work for?

Ben Tuscai, Cfp® works for Sunpointe Investments.

What is Ben Tuscai, Cfp®'s role at Sunpointe Investments?

Ben Tuscai, Cfp® is listed as Vice President of Financial Planning and Private Wealth Advisor at Sunpointe Investments.

Where is Ben Tuscai, Cfp® based?

Ben Tuscai, Cfp® is based in King of Prussia, Pennsylvania, United States while working with Sunpointe Investments.

What companies has Ben Tuscai, Cfp® worked for?

Ben Tuscai, Cfp® has worked for Sunpointe Investments, Vanguard, and Philadelphia Phillies.

Who are Ben Tuscai, Cfp®'s colleagues at Sunpointe Investments?

Ben Tuscai, Cfp®'s colleagues at Sunpointe Investments include Matt Zeigler, Xiang Li, Ryan Heidenreich, Cfp®, Doug Nelson, and Lisa Kearns.

How can I contact Ben Tuscai, Cfp®?

You can use AeroLeads to view verified contact signals for Ben Tuscai, Cfp® at Sunpointe Investments, including work email, phone, and LinkedIn data when available.

What schools did Ben Tuscai, Cfp® attend?

Ben Tuscai, Cfp® holds Master’S Degree, Public Administration from West Chester University Of Pennsylvania.

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