Hello!

Hi! My name is Ben Taylor Poulos and if you've made it this far, thank you! I am a CFP® practitioner. I was born and raised in California and for college I went to the University of Arizona where I completed my B.S in Biology with a focus in Biomedical Sciences. I've been in the valley for 8 years now and I consider this home. 

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So, who really am I and who are you dealing with? I am first an educator and a listener. All of my life I have naturally gravitated towards people and have wanted to lift everyone around me up. Coming out of High School I really didn't know what was right for my spirit. Through the twists and turns of life and what I have experienced, I found a lot of love for the profession I choose as a career. A Financial Advisor will tell you how to be invest your money, while a Financial Planner will provide you with a trusted professional who will in turn provide you security for your future retirement, while also creating a roadmap to obtain all the other goals you are looking to accomplish in your life. This is true whether it's your first paycheck, or last. Being able to help my clients change their relationship with how they view money is the most satisfying part of this profession. This helped me come up with the phrase "Money is just a means to create memories." I don't want my clients or prospects feel as if they "have to keep up with the Jones'" I want to help provide you the security and safety as you explore your own passions.

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I could've stayed at my old firm, the largest RIA in the country, and continued to collect a great paycheck, but I wanted the opportunity to be able to provide a great service to my clients and prospects no matter the amount of money they have. This was a large part in why I decided to start my own firm. I take a lot of pride in how I serve my clients and prospects and that is going to be a cornerstone at B&E Financial Services. Retirement planning, Financial planning, Personal finances or anything relating to a dollar sign, they don't teach you how to manage your finances in school. You have to go out there and seek out that information, and there is a lot of incorrect information so how do you know what's right for you or wrong? Well that is where I come in with my education approach. I am passionate about this subject which you'll see when we talk soon!