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Ben West, CFP®

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Ben West, CFP®

Senior Vice President, Financial Advisor

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Ben West, CFP®, began his career in the financial services industry in 2006, joining Prime Capital Investment Advisors (PCIA) in April, 2019. As Senior Vice President & Financial Advisor, Ben works with his clients to navigate every aspect of their lives that involves a dollar sign. Adhering to the fiduciary standard, Ben makes the best interests of his clients his first and only priority.

Ben chose to become an advisor because he believes that open communication and ongoing planning are the keys to better decision making and a more satisfying life. Through listening and empathy, Ben understands people’s beliefs and values about money. Applying education, experience and creativity, he develops a plan that progresses with each of his clients' lives.

Ben was born and raised in Overland Park, KS. He attended the University of Missouri-Columbia on a full-ride scholarship as an Evans Scholar, graduating with a degree in personal financial planning. Ben is a CERTIFIED FINANCIAL PLANNER™ professional and has obtained the FINRA Series 65 License and the Chartered Mutual Fund Counselor℠ (CMFC®) certification.

Ben and his wife Sara live in Midtown, Houston. They enjoy visiting museums, attempting new recipes on their Instant Pot, and taking (short) walks with their Chiweenie, Sarge.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 


Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

 

Articles by Ben Return to Team Page

Ben West, CFP®

Ben West, CFP®

Senior Vice President, Financial Advisor

LinkedIn

Ben West, CFP®, began his career in the financial services industry in 2006, joining Prime Capital Investment Advisors (PCIA) in April, 2019. As Senior Vice President & Financial Advisor, Ben works with his clients to navigate every aspect of their lives that involves a dollar sign. Adhering to the fiduciary standard, Ben makes the best interests of his clients his first and only priority.

Ben chose to become an advisor because he believes that open communication and ongoing planning are the keys to better decision making and a more satisfying life. Through listening and empathy, Ben understands people’s beliefs and values about money. Applying education, experience and creativity, he develops a plan that progresses with each of his clients' lives.

Ben was born and raised in Overland Park, KS. He attended the University of Missouri-Columbia on a full-ride scholarship as an Evans Scholar, graduating with a degree in personal financial planning. Ben is a CERTIFIED FINANCIAL PLANNER™ professional and has obtained the FINRA Series 65 License and the Chartered Mutual Fund Counselor℠ (CMFC®) certification.

Ben and his wife Sara live in Midtown, Houston. They enjoy visiting museums, attempting new recipes on their Instant Pot, and taking (short) walks with their Chiweenie, Sarge.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 


Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

 

Articles by Ben Return to Team Page

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