Ben Jones, CFP®, CIMA®, CPWA®, EA
Ben graduated from Texas Tech University with a Bachelor’s of Science in Personal Financial Planning. Ben is a CERTIFIED FINANCIAL PLANNER TM practitioner. In 2013, he obtained the Certified Investment Management Analyst TM certification from Wharton Business School to expand his knowledge of investment management and manager selection. He also studied at the University of Chicago's Booth School of Business in 2015, and completed the coursework necessary to become a Certified Private Wealth Advisor TM.
As a CERTIFIED FINANCIAL PLANNER TM, Ben works closely with clients to help determine and achieve their goals through strategic financial planning and wealth management. In comparison to mass-market financial firms, Ben created Wave Wealth Management to be a boutique Registered Investment Advisor (RIA) firm. This provides clients with unbiased advice that is in their exclusive best interest. Ben works with his clients to create customized solutions to maximize wealth and minimize taxation.
Ben serves extensively with the Investments and Wealth Institute and is currently on the Certified Private Wealth Advisor TM Exam Committee and volunteers to write and review questions annually for the CPWATM and CIMATM exams.
Ben is actively involved with his church in Frisco. Outside of personal finance, Ben's hobbies include triathlons, tennis, and guitar. Ben lives in the Dallas area with his wife, Shelby, and his two children, Grayson and Scarlett.
