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

Connect with Ben Francis, CFP®, RICP®, MSFS, WMCP®, ChFC®, CLU® to Send Message
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Connect with Ben Francis, CFP®, RICP®, MSFS, WMCP®, ChFC®, CLU® to Send Message
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About me
Director of Retirement Income and Investment Operations with Bryce Thomas at Northwestern Mutual
Education

Pennsylvania Culinary Institute
2003 - 2004Associate Culinary
The American College of Financial Services
2016 - 2017Master of Science - MS Financial Services - Concentration in Retirement Planning
The University of Tennessee at Chattanooga
2006 - 2008BS Accounting and Finance
Experience

Northwestern Mutual
May 2007 - nowBen 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 - nowWealth Management Advisor
May 2007 - Jan 2020
Licenses & Certifications

Certified Financial Planner™
Certified Financial Planner Board of Standards- View certificate

Registered Social Security Analyst (RSSA)
RSSAApr 2024 - View certificate

Chartered Financial Consultant®
The American College of Financial ServicesFeb 2011 
Chartered Life Underwriter
The American College- View certificate

Wealth Management Certified Professional®
The American College of Financial ServicesSept 2019 - View certificate

Retirement Income Certified Professional®
The American College of Financial ServicesOct 2016
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