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Financial Planners

Ben Schwartz

CFP®, AIF®

Wealth Manager

Ben Schwartz

CFP®, AIF®

Wealth Manager

Biography

Ben brought with him several years of experience in investment management and financial planning when he arrived at Plancorp in 2013. Ben’s immersion in the industry gives him the insight necessary to determine customized and thoughtful solutions for each of his clients.

Born in Denmark, Ben was raised primarily in North Carolina after his family moved to the U.S. at the age of 4. He graduated Cum Laude from NC State University. Not long after graduation, he met his now-wife Megan while living in Charlotte, and the two of them eventually migrated to her home town of St. Louis.

In his free time, Ben enjoys traveling, exercising and eating good food. He also has a strong passion and a deep knowledge of a variety of genres of music.

Awards and recognitions
  • Quoted in the Wall Street Journal and U.S. News & World Report
  • Secretary of Plancorp’s Financial Planning Committee.
Community Involvement
  • Advisory Board – Youth & Family Services
Education
  • North Carolina State University, Business Management

Insights

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­­Because one of my favorite things is pizza, I often joke that it gives me “purpose.” What better motivator is there during a long week than a family dinner at Farotto’s?

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Own a Business in Illinois?  You May Be Forced to Start a Retirement Plan

Small businesses are facing big changes in Illinois. In 2015, the Illinois State Legislature’s Secure Choice Act began a series of steps that ultimately led to the creation of a “State Sponsored Retirement Plan.”  Now, small businesses may be forced to become participants in a retirement plan managed by the state of Illinois. 

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Jessica Kerckhoff's Kids Yoga United
Written by Jessica Kerckhoff, InspireHer Guest Author

Give a brief overview of your organization.

Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations program which is a 6 week program for the schools. Throughout the sessions, we teach themed yoga classes with lessons on mindfulness, self-confidence, kindness, and tolerance. 

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