Benjamin Wasson CFP®, MBA
CERTIFIED FINANCIAL PLANNERTM (CFP®) Professional
Master of Business Administration (MBA)
Series 7 license; Series 66 license*
Life, Accident, and Health Insurance license
Benjamin joined HB Retirement in 2016. His areas of experience include comprehensive financial planning, individual wealth management, retirement income planning, investment analysis, account consolidation, and retirement plan education. He studied finance and accounting at the University of Tampa. He also received his MBA from the University of Tampa and an Executive Certificate in Financial Planning from Duquesne University. Outside of work, Benjamin enjoys golfing, cooking, and spending time with his family and friends.
*Benjamin holds the Series 7 securities registration with LPL Financial and the Series 66 with LPL Financial and HB Retirement.