Ben Philips, CFP®

Associate Financial Planner

Ben Philips is an Associate Financial Planner at Strata Wealth Advisors. His primary responsibilities include gathering and analyzing client data to assist Wealth Advisors in preparing unique and tailor-made financial plans.

Ben received his Master’s in Finance from the University of Texas at Dallas and has also obtained the CERTIFIED FINANCIAL PLANNER™ certification. Ben began his career in Finance at Charles Schwab as a Financial Services Professional, where he gained experience in trading and providing guidance to clients.

Ben was born and raised in Dallas, Texas. When he is not in the office, he enjoys playing sports and rooting for the Mavs and Cowboys.  He also enjoys traveling, being outdoors, and visiting different National Parks across the Country.