Creative Planning
Benjamin Mart, CFP®, is a Wealth Manager and Financial Planner at Creative Planning since April 2021, where comprehensive wealth management services are provided, including investment management and financial planning. Previously, Benjamin served as a CERTIFIED FINANCIAL PLANNER™ Professional at Castle Wealth Advisors, LLC from April 2016 to April 2021, and worked as a Financial Coach from July 2012 to April 2016, conducting one-on-one coaching and teaching finance basics at various organizations. Additional experience includes roles as Senior Business Analyst and Senior Consultant at enVista, where responsibilities involved troubleshooting software issues and analyzing clients' supply chains. Benjamin holds a Bachelor of Science in Management and Operations Management from Indiana University - Kelley School of Business and completed a program in Financial Planning and Services at the Ron Blue Institute, Indiana Wesleyan University.
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Creative Planning
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Welcome to Creative Planning. We are focused on providing clients with customized investment plans and comprehensive wealth management services.