Broker Check
Ben Sartin, CLU

Ben Sartin, CLU

Financial Advisor

After spending several years improving corporate profits as an engineer, Ben Sartin discovered his true passion: improving the lives of others by helping them prepare for and overcome financial challenges.

To improve his clients’ lives, Ben uses his skills as a financial advisor to help them gain new perspective and clarity about their financial situation. Then he customizes strategies and advice for each client’s unique needs, with ethics being a critical component of his practice. The desired outcome is his clients’ freedom from financial worries so they can more fully pursue their own passions.

Ben has mentored several Wealth Strategies financial advisors across Colorado and Wyoming, helping them deliver uncommon solutions to their clients. He has also served as Director of his local Chapter of the National Association of Insurance and Financial Advisors (NAIFA). He is an approved CPE (Continuing Professional Education) provider for Certified Public Accountants and an approved CE (Continuing Education) provider for licensed insurance agents.

To serve his community, Ben is a former four-year Mentor at Business Careers High School, Former-Board Chairman of the Hill Country Pregnancy Care Center, and Former-President of the Winston Churchill High School All Sports Booster Club.

For his work with clients, Ben has been awarded NAIFA’s National Sales Achievement Award and National Quality Award. He has also qualified for membership in the prestigious Million Dollar Round Table. For his work with advisors, Ben has won GAMA’s International Management Award and Guardian’s Presidential Citation Award for excellence in the recruiting and development of financial professionals.

Ben has earned the right to use the respected Chartered Life Underwriter credentials. He holds the investment related Series 7 (General Securities Representative), Series 66 (NASAA), and series 24 (General Securities Principal) licenses, as well as life, health and disability insurance licenses.

Ben and his wife Jackie have three adult sons and live in Fort Collins where they enjoy family activities, bible study, traveling, and all things outdoors.

 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian