Ben Francis, CFP®, RICP®, MSFS, WMCP®, ChFC®, CLU®, RSSA

Bridgeview Financial Partners

Active

Bridgeview Financial Partners/Northwestern Mutual
633 Chestnut St Ste 1100
Chattanooga, TN 37450, US

423-313-7399

Professional Profile

Ben works with his team to address the specific challenges that arise leading up to, during, and after the transition from accumulation into the decumulation phase of life. Social Security, distribution planning, income generation, investment strategies, and risk management are some of the areas he reviews with clients on an ongoing basis.

Ben brings a great deal of experience with a Master of Science in Financial Services from The American College and a Bachelor of Science in Accounting & Finance from UT-Chattanooga. Ben holds the following designations in the financial industry: CERTIFIED FINANCIAL PLANNER™ professional certification, CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant) , WMCP® (Wealth Management Certified Professional), RICP® (Retirement Income Certified Professional), and RSSA (Registered Social Security Analysist), & the Series 7, 6, and 63 licenses.

Ben enjoys traveling the world in his spare time having to been to over 40 countries and every continent, including Antarctica.

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