About

Hi, I'm Ben. I'm a CFP® running Lindy Wealth - a tax-focused financial planning firm.

I've worked at several firms serving 100s of clients - retirees, high-earners, HNWs, UHNWs. Now, I happily serve my clients at Lindy Wealth.

I'm from Sacramento, CA, and now live in Los Angeles, CA.

You can reach me at ben@lindywealth.com.