Ben Yang, CFA®, CFP®, MBA

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

With more than 16 years of experience in the financial services industry, Ben has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked as a vice president for a national financial services firm, where he specialized in helping high-net-worth and ultra-high-net-worth families.

Ben earned his Bachelor of Arts degree from the University of California, Santa Barbara, and his Master of Business Administration degree from California Lutheran University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and holds the Chartered Financial Analyst® designation, as awarded by the CFA Institute.

Ben and his wife, Yolanda, have a son, Lucas. In his spare time, Ben enjoys reading, playing piano, gardening and spending time with his family.