WHO WE ARE

Ben Klündt

PRINCIPAL, FINANCIAL ADVISOR, CFP^®, CEPA

Ben is passionate about helping his clients define their needs and developing a plan to guide them on the path to success. Ben started investing when he was 15 years old and his passion has grown into something he never expected. He believes clients come first and when we do that, everyone wins. He wants nothing more than to see others succeed and that's why he enjoys helping people plan for a strong financial life to fund their dreams.

Ben is a graduate of Gonzaga University where he obtained his Bachelor’s degree in Business Administration with an emphasis in accounting. This allows him to plan clients’ accounts strategically while considering possible tax implications. He grew up in his family’s marketing firm here in Spokane and believes in fostering an entrepreneurial spirit in the community. This has helped when working with businesses/institutions, establishing 401(k) plans and helping business owners/families decide what’s next.

Ben is a CERTIFIED FINANCIAL PLANNER^®, one of the top designations that one can attain on a national level. CFP^® professionals are required to pass credentialing in six specific areas along with ethics and continual education to stay top of their game. Ben is involved in the community in many ways and doesn't believe in idle time spent on the couch.

Ben is also a Certified Exit Planning Advisor (CEPA) who has been trained to help business owners create value in their lives through Business, Personal and Financial planning and help them grow and eventually transition or exit their business.

He sits on the Inland Northwest Council Scouting America board as a VP of Development and executive board member. He also sits on the executive committee for the Master of Science of Financial Planning at Whitworth University. He has been recognized by the Spokane Journal of Business as a Rising Star in our local community and lastly, he is an Eagle Scout. He says he finds great value in being involved in the community and wants to create a great city.

He got married to his beautiful wife Lauren when they were just 21 years old have created a life they enjoy with their two boys, Weston and Charlie. You may run into their family at “the Lake” enjoying the sunshine on a warm summer weekend!