Ben Beckstead
Ben Beckstead is driven by a profound fascination with the dynamic nature of changing families and the need for financial planning to adapt accordingly. He understands the rapid pace of life and the potential for unexpected events to alter one's journey. This awareness fuels his commitment to crafting evolving financial plans that empower clients to achieve their goals through all three phases of their financial life - wealth accumulation, wealth distribution, and wealth transfer.
He has more than 15 years of experience in the financial services industry. His experiences have been diverse and enriching with roles ranging from investor relations, asset management, marketing, project management, and IT. Throughout his career, he played pivotal roles in the growth and evolution of several companies, offering a unique perspective on financial planning and wealth management tailored specifically to the needs of families and business owners.
At the heart of Ben's approach lies the cultivation of strong relationships, serving as the foundation for his work in financial planning and wealth management. He truly cares about addressing individual client needs across financial, retirement, estate, and legacy planning through an integrated wealth management framework.
Ben's dedication to family extends beyond his professional endeavors, he enjoys time spent with his wife, Jill, and their six children. Their lively household is constantly buzzing with activity. You can find them on a sports field, playground, pool, or the beach. Inspired by his own experience in developing a detailed financial plan for his family, Ben’s transition into wealth management is propelled by a desire to assist individuals and families in navigating their unique financial journeys.
Outside of work and family, Ben volunteers in his community through coaching youth sports including Little League Baseball, AYSO Soccer, Flag Football, and Volleyball. Seeing the growth of his former athletes over the years remains one of the most fulfilling aspects of his involvement in coaching, reaffirming the transformative power of mentorship and guidance.
Education and Certifications:
- Bachelor of Science - Business Finance, Brigham Young University
- California Real Estate Brokers License - Broker ID #01892915
Charitable and Volunteering Activities:
- Active member of an elementary school D.O.G.S. (Dads of Great Students) program
- Dedicated volunteer in youth sports coaching for Little League Baseball, AYSO Soccer & Flag Football
- Previously served as the Financial Clerk for a local church congregation
CA Insurance license: 4390075
