Ben Stein

Benjamin Stein, AIF®, CPFA®, currently serves as the Director of Education and Engagement and Retirement Plan Manager at IMA Wealth, Inc. since September 2022. Prior to this role, Benjamin held the position of Qualified Plan Advisor at Boston Wealth Management from September 2018 to September 2022 and worked as a Registered Representative at AXA Advisors, LLC from October 2017 to July 2018. Benjamin holds a Bachelor of Arts (B.A.) degree in Biology/Biological Sciences from Brandeis University.