Ben Briggs, CFP®, CPA, MS

Ben serves as a Partner and Private Wealth Manager, working closely with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including risk management, investments, tax planning, retirement, estate planning and employee benefits.

With more than a decade of experience in the financial services industry, Ben offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he was a financial analyst at an independent wealth management firm in Dallas, Texas, where he primarily worked with high-net-worth families.

Ben earned a Bachelor of Business Administration in financial consulting (accounting & finance) from Southern Methodist University and a Master of Science degree in accounting and information management from the University of Texas at Dallas. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards, and a certified public accountant licensed in Colorado.

Ben is a proud father to his furry son, Mowgli. In his free time, you can find Ben exploring the outdoors, camping, hiking, mountain biking, learning to fly-fish, doing yoga and generally staying active.