Benjamin Gilbert, CFP®

Financial Advisor

There are many aspects I enjoy about being a financial planner.  I appreciate digging into the data and diving deep into the spreadsheets but most notably, participating in meaningful discussions with clients. I get energy from helping clients clarify their situation and align all of their resources with their life goals. Life is all about tradeoffs and my goal is to help clients understand their situation and develop a strategy that brings the most joy and meaning to their lives.

Outside the office, I love spending time with my wife and our two sons. When I can find the time, I love spending time out in the wilderness, especially the Redwoods where I grew up.

Education

  • Humboldt State University, Bachelor of Science in Business
    Administration
  • University of Portland, Executive Certificate in Financial Planning