Ben Peters, JD, CFP®
Financial Planner & Chief Compliance Officer | firstname.lastname@example.org
What do you love most about being part of Burton enright welch?
Really believing in our approach and the work we do for our clients makes it so much easier for me to speak with conviction about who we are and what we do.
What quality of yours makes you best-Suited to What you do?
I am by nature positive and even-keeled. In a business that can produce any number of different challenges, my temperament helps me process and respond to every situation.
what do you enjoy most about financial planning?
Delivering clarity and peace of mind to folks whose finances have never had much of either.
what's the biggest challenge?
There is so much to know: from investments, to tax laws, to personal finance. It's very challenging to stay on top of everything and be able to communicate these complex ideas in clear, easy-to-understand language.
What do you love to do outside of work?
When I'm not watching, talking about, listening to, or reading about sports, I love to play basketball, read, exercise, hangout with friends, and spend time with my wife.
what personal accomplishment are you most proud of?
Finding and marrying a great match.
Education & Accreditations
- University of California, Los Angeles
- B.A. 2005, Double Major: Economics and History
- College Honors
- University of California, Hastings College of the Law
- J.D. 2010
- California and New York bar exams
- CERTIFIED FINANCIAL PLANNER™ (CFP®)