Strategic Advisors

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Benjamin Phelps, J.D.

Benjamin Phelps, J.D.

Financial Advisor

Ben is a Financial Advisor and joined the firm in 2016. Prior to beginning his career as an advisor, Ben spent 10 years as a lawyer representing banks, insurance companies, and other financial institutions in complex commercial litigation. He applies his analytical approach across all aspects of plan creation and implementation, including investments and risk management to ensure our clients attain financial security for their families and businesses.

In addition to his juris doctorate, Ben holds his Series 6, 7 and 63 licenses, and is licensed in 18 states to serve as a trusted advisor to clients across the country and internationally.

He is a graduate of Occidental College with a degree in Economics and obtained his J.D. from Loyola Law School in 2006.

Ben resides in the South Bay area of Los Angeles with his wife, Ashley, and their two kids, Nate and Abby. When not in the office, Ben enjoys coaching youth sports for his kids, being at the beach, golfing, cheering on the Los Angeles Kings, and traveling.

 

Michael A Waxberg, CLU®, ChFC®, CFP®, RICP®

Wealth Management Advisor

 

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