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Benjamin M. Wuerffel, CFP®, AIF®

Benjamin M. Wuerffel, CFP®, AIF®

Financial Advisor, Shareholder

As a Financial Advisor with Capital Analysts of Jacksonville, Florida, Inc., Ben Wuerffel has extensive experience in comprehensive retirement planning, where he works alongside business owners and professionals, retired individuals and others focused on attaining financial freedom.

Ben began his professional career as a Certified Long-Term Care Specialist (CLTC) and seminar consultant for several local advisors. He also worked as an advisor in a firm specializing in investment management before joining Capital Analysts of Jacksonville in January of 2011. His areas of specialties include investment planning and wealth management, pre- and post-retirement planning, life and health insurance, and employee benefits.

An avid Gators fan, Ben follows a longstanding family tradition of being active in various sports. He also volunteers at UNF, his alma mater, as a continuing education instructor.  Additionally, Ben is Chairman of the Board at Project SOS, a community organization charged with empowering youth to make healthy life choices and decisions. As Chairman, he will guide and expand Project SOS, which is currently being offered in 22 public schools for students in middle and high school.  Ben is the youngest chairman in the history of Project SOS.

A native of Destin, Florida, Ben received a Bachelor’s degree from the University of North Florida and recently earned a Graduate Certificate in Personal and Family Financial Planning from the University of Florida. He earned the CERTIFIED FINANCIAL PLANNERTM certification in 2014 and the Accredited Investment Fiduciary (AIF®) Designation from the Center for Fiduciary Studies in 2013.  Ben holds the FINRA Series 6, 7, 26 and 66 registrations through his affiliation with Lincoln Investment. He is also a licensed Life and Health Insurance agent.

 

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