BENJAMIN J. LACOMIS
FINANCIAL PLANNER | CO-FOUNDER
Benjamin is passionate about helping others to build and follow their vision. Ben's calling in financial planning was recognizing that without having positive mental, physical, and financial health, that people often fall short of their visions. Knowing that financial health so strongly affects mental health, Ben strives to add confidence and clarity to his client's financial decision-making so that they may better focus on their vision and on enjoying life.
Ben earned a B.S.B.A from of the University of Pittsburgh, College of Business Administration and graduated with honors cum laude, majoring in finance and marketing with a minor in economics. Ben leveraged his academic background and experience in the financial services industry to make education and financial planning knowledge his first priority. Ben has passed advanced courses in student loan repayment strategies through the Certified Student Loan Advisor Board of Standards, is an Investment Advisor Representative, a Registered Representative, and is licensed in life, accident, and health insurance.
Ben's special areas of focus in financial planning are:
student loan repayment strategies
children's education planning
disability income protection planning
Outside of Ben's professional life, he enjoys being outdoors, exercising his Australian shepherd Pippin, reading, taking advantage of Pittsburgh's many awesome restaurants, and working with Pippin to become Therapy Pet certified so that they can volunteer.