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Benjamin K

CFP®, Series 66

Tucson, AZ

Focus Partners Wealth, LLC

Benjamin Katsel is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at Mariner Wealth Advisors and previously worked at Edward Jones. His background includes roles at the University of Arizona and Towne Park. Mariner Wealth Advisors is a large, multi-advisor firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $98.6 billion in assets and offers a broad range of services including investment management, financial planning, retirement plan consulting, tax services, and family office administration.

Private / alternative investments Options & derivatives strategies General retirement planning Multi-generational wealth transfer Roth conversion strategy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement Retired Established Professionals
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