Benjamin Voelker, CFP^®, CPWA^®, CEPA^®

Designations and Licenses

Benjamin is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Private Wealth Advisor®, has a Certified Exit Planning Advisor credential, and holds a life insurance license in the state of Arizona.

Experience and Education

Benjamin delivers comprehensive tax planning across estate, charitable, and business succession needs and provides sophisticated planning and holistic strategy solutions for ultra-high-net-worth clients. He also works with clients and their families to understand their unique goals to create customized multi-generational tax planning strategies.

Prior to joining Mariner, Benjamin was a wealth strategist at Merrill Lynch. In this role, he delivered advanced wealth transfer consulting designed to meet ultra-high-worth client objectives including multigenerational wealth transfer, gift and estate tax planning and philanthropic strategies.

Benjamin has a bachelor’s degree in business administration from Susquehanna University.

Personal Interests

Benjamin enjoys spending time with his wife and three children. He is a member of the professional advisory board at Arizona Community Foundation and serves on the planned giving committee for the Boys & Girls Club of the Valley.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.