Gap Financial Services
4921 Scottish Thistle Dr
Austin, TX 78739
United States
Phone: 5125768610
Email: ben@gapfinancialservices.com
Website: https://gapfinancialservices.com
Training: Registered Life Planner® more info
Specialties
Comprehensive Financial Planning, Investment Planning, Estate Planning, Tax Planning, Retirement Planning, Retirement Income Management, Business Succession Planning
About My Practice
Gap Financial was established to give everyday people access to what is normally reserved for the ultra wealthy. We believe everyone deserves access to an innovative balance of institutional investment options and unbiased planning advice. We offer a broad range of portfolio management and financial planning solutions customized for your specific goals and life stage because investor's needs and priorities change over the course of their lives. We work with some of the nation’s top managers to individualize portfolios built around what really matters to you. Your investment portfolio should align your money and personal aspirations to help you live the life you want to lead both now and in the future.
About Ben Johnson
Ben’s career started in Austin, Texas, as a Registered Advisor with Morgan Stanley Dean Witter. In 2005, he went to USAA to assist our nation's service members and their families as Lead Financial Planner. Most recently, he has led efforts at both First Command and Morgan Stanley to develop a higher quality, more comprehensive financial planning strategy for advisors to assist the clients they serve. In addition to being a Certified Financial Planner (CFP®), Ben holds the Accredited Estate Planner (AEP®), Registered Life Planner (RLP®), Accredited Wealth Management Advisor (AWMA®), Chartered Retirement Planning Counselor (CRPC®), Accredited Asset Management Specialist (AAMS®), Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL®) designations.
RLP ® Since
2019
Industry Start Date
1996