Cfp® Ben S. Shae

Ben S. Shae, CFP® has extensive work experience in the financial planning industry. Ben S. began their career at Quest Capital Management in 2007 as an Associate Planner, where they worked until July 2008. In December 2009, they joined Lee Financial Corporation as a Capital Analyst and later progressed to the role of Associate Financial Planner in February 2012. Ben then became a Financial Planner in May 2015 and eventually assumed the position of Director of Operations and Client Service in July 2017. Throughout their career, Ben has gained valuable expertise and knowledge in various aspects of financial planning and analysis.

Ben S. Shae, CFP®, holds a Bachelor of Science degree in Personal Financial Planning from Texas Tech University. Additionally, they have obtained the Certified Financial Planner™ certification from the CFP Board. The specific start and end years for their education and the month and year of their certification were not provided.