Ben Francis, CFP®, RICP®, MSFS, WMCP®, ChFC®, CLU®

Ben Francis, CFP®, RICP®, MSFS, WMCP®, ChFC®, CLU®

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location of Ben Francis, CFP®, RICP®, MSFS, WMCP®, ChFC®, CLU®Chattanooga, Tennessee, United States

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  • Timeline

  • About me

    Director of Retirement Income and Investment Operations with Bryce Thomas at Northwestern Mutual

  • Education

    • Pennsylvania Culinary Institute

      2003 - 2004
      Associate Culinary
    • The American College of Financial Services

      2016 - 2017
      Master of Science - MS Financial Services - Concentration in Retirement Planning
    • The University of Tennessee at Chattanooga

      2006 - 2008
      BS Accounting and Finance
  • Experience

    • Northwestern Mutual

      May 2007 - now

      Ben Francis is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company. The Network’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Ben works with clients to identify their financial security needs and then focuses on solutions that can help make those financial goals a reality. He helps find the right solutions for personal, family or business needs. For additional information, call Ben at 423-385-1462 or visit his website at http://www.benfrancis.nm.com Show less

      • Director of Retirement Income and Investment Operations with Bridgeview Financial Partners

        Jan 2020 - now
      • Wealth Management Advisor

        May 2007 - Jan 2020
  • Licenses & Certifications

    • Certified Financial Planner™

      Certified Financial Planner Board of Standards
    • Registered Social Security Analyst (RSSA)

      RSSA
      Apr 2024
      View certificate certificate
    • Chartered Financial Consultant®

      The American College of Financial Services
      Feb 2011
      View certificate certificate
    • Chartered Life Underwriter

      The American College
    • Wealth Management Certified Professional®

      The American College of Financial Services
      Sept 2019
      View certificate certificate
    • Retirement Income Certified Professional®

      The American College of Financial Services
      Oct 2016
      View certificate certificate