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Benjamin A

CFP®, Series 63, Series 65

Louisville, KY

Root Financial Partners

Benjamin Ahmetagic is a CFP® professional at Root Financial Partners with six years of industry experience. He previously worked at Centerline Wealth Advisors, LLC, and J.P. Morgan Securities. Outside of finance, he had involvement with All-Time Trucking LLC and held roles connected to the University of Cincinnati and the Kentucky Democratic Party. Root Financial Partners serves individual clients, trusts, estates, small businesses, and retirement-plan relationships by providing investment management and comprehensive financial planning. The firm emphasizes broadly diversified, passive portfolios tailored to client needs and offers educational programming alongside specialized investment strategies when appropriate.

Long-term care insurance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner Executive Mid-Career Professionals Established Professionals
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