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Benson Mathews, CFP®

CERTIFIED FINANCIAL PLANNER™

For more than 15 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.

 775.813.8992•  benson@vantagewealthplanning.com

 
 

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.