Benjamin Sullivan, CFP®
Assistant Vice PresidentBen is an advisor in our New York office, serving a variety of clients by assisting them in every step of the financial planning process.
He started at Wealthspire as an intern, which has led to his continued involvement in the firm's internship program to assist in bringing up the next generation of advisors. Ben is a graduate of Villanova University, where he studied Finance, Economics, and Real Estate.
Ben lives on Long Island, NY, is an avid car enthusiastic, and enjoys traveling, competing in HYROX competitions, and trying new restaurants in his free time.
Previous Experience
- Intern at Wealthspire Advisors
- Intern at Beacon Bridge Wealth Partners
Education & Credentials
- BBA, Villanova University, Finance & Real Estate, Economics
- CERTIFIED FINANCIAL PLANNER®
- Series 65 license
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER®, AND CFP® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
