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Benjamin Bush, CLU®, ChFC®

Benjamin Bush, CLU®, ChFC®

Managing Partner

Benjamin Bush, CLU® ChFC®, helps entrepreneurs and professionals create a new understanding of how finances work, then deploys strategies designed to allow clients to reach their true wealth potential. By actively listening to clients, Ben develops a genuine understanding of what they want to achieve. A key business strategist and inquisitive critical thinking financial advisor, Ben works to provide clients tailored, thoughtful, and objective advice so they can pursue their passions, goals, and dreams. Ben’s firm work ethic and genuine desire to help have provided him opportunities to improve the lives of numerous clients.

Ben’s career in financial services began in 2004 in South Florida where he worked with The National Association of Self Employed (NASE) and United Group Association (UGA) to provide benefits to small business owners and individuals.  He moved to New York City in April of 2008 seeking a broader opportunity to build and grow with clients. There, he worked closely with Private Client Group for 8 years before officially joining the team in 2018. Ben has his Bachelor of Science Degree from The University of Florida and holds designations as a Chartered Life Underwriter CLU® and Chartered Financial Consultant ChFC® from the American College. 

Ben cares deeply about the Children’s Heart Foundation, an organization focused on funding life-saving research for infants diagnosed with congenital heart defects.  Near and dear to him, this organization has directly influenced his own family.

“Wealth is the ability to fully experience life.”  Henry David Thoreau


Ben is a Registered Representative & Financial Advisor of Park Avenue Securities and a Financial Representative of Guardian.

AR Insurance License #8196746. CA Insurance License #0H30562