Benjamin Smith, CFP®

Founder | Chief Executive Officer | Financial Planner

Benjamin enjoys working directly with clients to help them navigate the complexities that wealth inevitably brings.

Prior to launching Briarwood, Benjamin was a Financial Advisor at Cetera Investment Services, an independent Broker-Dealer. At Cetera, he focused on creating customized investment portfolios guided by strategic wealth planning. Driven by the desire to provide comprehensive wealth planning for clients, Benjamin became a CERTIFIED FINANCIAL PLANNER™ Professional.

He has a Bachelor of Arts in Business Administration with a concentration in Economics from Seattle Pacific University. Before entering the financial services industry, Benjamin worked in the telecommunications industry for several years in sales, operations, and management roles.

In his spare time, he enjoys reading, exploring the outdoors, and spending time with his family.

“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do.”

- Mark Twain