Ben joined Morling Financial Advisors in 2023 and currently serves as an Associate Advisor. He is responsible for financial planning and client services. Prior to joining MFA, Ben was a client service specialist at Summitry and First Republic Private Wealth Management. Ben graduated cum laude from Universtity of California, Santa Cruz with highest honors in both Economics and Sociology. He maintains the FPQP® designation. In his free time, Ben enjoys camping with his wife, trying new cuisine and cruising around the world.