Benjamin Voelker, CFP®, CPWA®
Designations and Licenses
Benjamin is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor® and holds a life insurance license in the state of Arizona.
Experience and Education
Prior to joining Mariner Wealth Advisors, he was a wealth strategist and trust specialist 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.
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.