Benjamin Link has over 18 years of experience in helping clients with financial and retirement planning. Benjamin is passionate about working with families, business owners, retirees, and others to identify priorities and leverage various approaches to creating realistic financial plans. He is a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS®), and a Chartered Retirement Plans Specialist (CRPS®). Benjamin loves leveraging his experience to help his clients develop roadmaps to work toward their short-term and long-term objectives.
Benjamin understands that there are many questions and uncertainties when it comes to financial planning and investing. He also recognizes that no two clients have the same goals. His process involves meeting you and getting to know your needs, priorities, and concerns. Once Benjamin gets a clear picture of where you are now, he identifies approaches and investment vehicles focusing to help you get to where you want to be. What matters to you matters to Benjamin when it comes to building, preserving, and protecting your wealth.
Benjamin Link lives in Greensboro, North Carolina, with his wife Emily, and son, Connor. He is an alumnus of North Carolina State University where he earned his bachelor’s in Business Management and Finance with honors. In addition to spending time with his family, he enjoys cooking, mountain biking, fishing, and hiking. As a family man, Benjamin shares his clients’ desire in establishing a financial legacy that lasts.
*CRPS conferred by College for Financial Planning.