Benson Mathews, CFP®
CERTIFIED FINANCIAL PLANNER™
For the past 20 years Benson has lived out his career aspirations helping serve clients in their quest to achieve their lifelong goals. Ben, a CERTIFIED FINANCIAL PLANNER™ practitioner, lives by two career pillars: providing his clients with technically sound, comprehensive advice and serving his client needs extraordinarily well.
When not at work you will find Ben living out his dreams of being a great husband and dad as well as seeking a life of adventure in the outdoors. You might catch Ben at the little league field with his kids, exploring the world with his wife, or mountain biking some Lake Tahoe single track with friends.
Native Nevadan
1979
Ben was born at St. Mary's in Reno Nevada and is a Native Nevadan.
University of Nevada
2001
Ben graduated from the University of Nevada
A Career Move
2004
Ben moved to Seattle to pursue his passion for financial advising. He developed expertise and honed his planning skills while working for more than a decade at two of the largest registered investment advisory firms in the country.
Family
2011
Ben’s second son Lucas was born, completing his family which already included his first son Jackson and wife Julie.
Homeward Bound
2014
Ben and his family moved back to Reno, bringing his skill and awareness around how best to serve clients’ financial needs back to his hometown.
Vantage
2017
Ben helped form Vantage Wealth Planning to ensure he could live out his career goals of serving his clients extraordinarily well and serving in a fiduciary capacity.
Schedule a discovery meeting
We would love the opportunity to discover more about you and your families financial goals.
