Meet Brian
Brian Benson is a Wealth Advisor who focuses on building thoughtful, personalized financial plans and helping clients navigate their questions with clarity and confidence. He works closely with clients to model strategies around retirement income, tax efficiency, and insurance planning, helping ensure each plan is tailored to their unique situation.
Brian brings a well-rounded background to his role, with experience at Carson Wealth, Charles Schwab, and internships with Northwestern Mutual and Balanced Financial. He earned his Bachelor’s degree from Colorado State University and is a CERTIFIED FINANCIAL PLANNER® professional.
What Brian enjoys most is that no two clients are the same—he approaches each situation like a new puzzle to solve, while building meaningful relationships that go beyond the numbers.
Outside of work, Brian enjoys golfing, playing pickleball and tennis, traveling abroad, and keeping up with his favorite sports teams.
Brian Benson is not registered with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera or its registered representatives.
Qualifications
- CFP®