Ben Burgess, CFP®
Ben is a dedicated CERTIFIED FINANCIAL PLANNER™ practitioner at Peace of Mind Wealth Management. Growing up in a household with two accountant parents, Ben developed a deep understanding of financial principles from an early age. This early exposure ignited his passion for helping others make sense of their finances, leading him to pursue a degree in personal finance from Western Carolina University.
With a strong foundation in tax and estate planning, Ben began his career at a large wealth management firm in Charlotte, where he refined his expertise and commitment to providing personalized financial strategies. He brings a thoughtful and educational approach to his work, empowering clients to make informed decisions that align with their long-term goals.
Outside of the office, Ben enjoys spending time with friends and family, playing sports, and cheering on his beloved Cleveland Browns, despite the team's yearly ups and downs. Ben’s approachable style and passion for financial planning make him an invaluable part of our team.
Ben@pomwealthe.net
Address:
4101 Lake Boone Trail, Suite 111
Raleigh, NC 27607
4101 Lake Boone Trail, Suite 111
Raleigh, NC 27607
Phone:
(919) 787-8866
(919) 787-8866