Benjamin Harvey, CFP®, CPWA®, CLU®, ChFC®

Private Wealth Advisor | Founder at Summation Wealth Group | 2023 Forbes Best-in-State Advisor

Colorado Springs, Colorado, United States

About

Private Wealth Advisor | Founder at Summation Wealth Group | 2023 Forbes Best-in-State Advisor

Experience

  • Private Wealth Advisor/Founder at Summation Wealth Group
    Mar 2000 - Present · 26 yrs 4 mos

    Build holistic financial plans by integrating disparate components of people's lives to create a cohesive and focused financial roadmap.

  • Member Board Of Trustees at Pikes Peak Community Foundation
    Mar 2020 - Mar 2021 · 1 yr 1 mo

  • Board Member at Colorado Springs Fine Arts Center at Colorado College
    Sep 2012 - Jun 2017 · 4 yrs 10 mos

  • Field Director at Northwestern Mutual
    Feb 2005 - 2007 · 2 yrs

  • Crew Leader at Volunteers for Outdoor Colorado
    May 2003 - Aug 2006 · 3 yrs 4 mos

    Build and maintain hiking trails.