Ben Jennings
Director of Planning Research, Lead Advisor, Certified Financial Planner™
Ben Jennings has had a multifaceted career in finance. Prior to joining SoundView in 2010, he worked as a CPA at Moss Adams, served as the Director of Family Wealth Planning at J. Duncan & Associates (now RSM McGladery), and was the President of Navigator Financial Planning. Ben holds multiple advanced degrees and credentials in business administration, taxation, and finance. He is a Certified Financial Planner™ and a member of both the Financial Planning Association and the National Association of Personal Financial Advisors.
With over 30 years of experience, he offers extensive expertise in all aspects of planning and investment strategy, including estate planning, stewardship planning, insurance and risk management, and retirement sustainability. He values personal relationships with his clients, understanding that only by knowing an individual well can he offer appropriate financial strategies. After living in University Place for decades, Ben now resides in sunny Arizona with his wife. They have four adult children, five grandchildren, and two great-grandchildren.
Credentials
Certified Financial Planner™
Certified Public Accountant
Certified Kingdom Advisor
Personal Financial Specialist™
Chartered Life Underwriter™
Financial Planning Association Member
National Association of Personal Financial Advisors Member
American Institute of CPAs, Personal Financial Planning Section
Kingdom Advisors Qualified Member
MS, Taxation, Golden Gate University
MBA, Business Administration, Pacific Lutheran University
BA, Business Administration, Pacific Lutheran University