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.