Ben Chase, CFP | Wealth Advisor | Fortitude Financial

Ben Chase | CFP®, RICP®

Wealth Advisor and Partner

Ben Chase is a Wealth Advisor at Fortitude Financial and became a partner in the firm in November 2022. Since joining the firm in January 2013, Ben has been responsible for conducting client review and service appointments, making trades in accounts, and analyzing security and investment options. Ben works to build, implement, and monitor comprehensive financial plans to help our clients work towards their goals. Ben truly enjoys helping clients translate their financial assets into their desired lifestyle.

Ben graduated Summa Cum Laude from Eastern Washington University in 2011, where he earned his Bachelor’s degree in Business Administration with a major in Marketing and an emphasis in Finance. He earned the Retirement Income Certified Professional (RICP) designation in 2016, and the Certified Financial Planner (CFP) designation in 2017.

Outside the office, Ben spends most of his time with his wife, their three kids and their dog, Grace. He also enjoys running, golfing, and snowboarding.