Benjamin J. Lacomis, CSLP®

FINANCIAL PLANNER | CO-FOUNDER

Ben 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. By partnering with Jeremy, Ben was able to gain a mentor and more time for studying, all while fulfilling their visions for a better financial planning practice together. Ben has passed advanced courses in student loan repayment strategies as a Certified Student Loan Professional®, 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 & forgiveness strategies

  • children's education planning

  • disability income protection planning

  • retirement and wealth accumulation planning

Outside of financial planning, Ben enjoys being outdoors, exercising his Australian shepherd Pippin and golden retriever Piper, reading, taking advantage of Pittsburgh's many awesome restaurants, and working with Pippin to become Therapy Pet certified so that they can volunteer.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

OSJ: Six PPG Place, Suite 600 Pittsburgh, PA 15222. 412-562-4411

Edge Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC, Or its Affiliated Companies

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