Ben Philips, CFP®

Client Service Associate

Ben Philips is a Client Service Associate at Strata Wealth Advisors. His primary responsibilities include being a point of contact for clients and assisting with client services.

Ben received his Master’s in Finance from the University of Texas at Dallas and completed his CERTIFIED FINANCIAL PLANNER™ coursework at Southern Methodist University. 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 national parks across the country.

Areas of Expertise

  • Technology
  • Client services
  • Operational efficiency