Ben Peters
CFP®, JD
Burton Enright Welch
Lead Advisor & CCO, Principal
Ben Peters
CFP®, JD
Burton Enright Welch
Lead Advisor & CCO, Principal
Most topics in financial planning and investing contain shades of grey. My legal background trained me to approach issues from multiple angles. This perspective helps me develop personalized advice that considers the full spectrum of a client’s situation. - Ben Peters, CFP®, JD
Fee-Only financial planner located in Walnut Creek, CA, serving clients in the Bay Area and across the country
Ben Peters is a fee-only, fiduciary, Certified Financial Planner™ (CFP®) with Burton Enright Welch. He works with individuals, families, and business owners, with a focus on high-achieving professionals in Walnut Creek and the San Francisco Bay Area.
Ben double majored in Economics and History at the University of California, Los Angeles. Then, he went on to earn a Juris Doctorate from the University of California, Hastings College of the Law.
For over 30 years, BEW has remained focused on delivering a high standard of fiduciary service to our clients throughout the Bay Area and across 30+ states from our advisory office in Walnut Creek, CA.
Ben Peters is the Lead Advisor & CCO, Principal at Burton Enright Welch
What Do You Love Most About Being Part Of Burton Enright Welch?
Really believing in our approach and the work we do for our clients makes it so much easier for me to speak with conviction about who we are and what we do.
What Quality Of Yours Makes You Best-Suited To What You Do?
I am by nature positive and even-keeled. In a business that can produce any number of different challenges, my temperament helps me process and respond to every situation.
What Do You Enjoy Most About Financial Planning?
Delivering clarity and peace of mind to folks whose finances have never had much of either.
What's The Biggest Challenge?
There is so much to know: from investments, to tax laws, to personal finance. It's very challenging to stay on top of everything and be able to communicate these complex ideas in clear, easy-to-understand language.
What Do You Love To Do Outside Of Work?
When I'm not watching, talking about, listening to, or reading about sports, I love to play basketball, read, exercise, hangout with friends, and spend time with my wife.
What Personal Accomplishment Are You Most Proud Of?
Finding and marrying a great match.
Education & Accreditations
-University of California, Los Angeles, B.A. 2005, Double Major: Economics and History, College Honors
-University of California, Hastings College of the Law, J.D. 2010
-California and New York bar exams
-CERTIFIED FINANCIAL PLANNER™ (CFP®)
Ben Peters is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Burton Enright Welch is an fee-only financial planning and investment management firm in Walnut Creek. Over the past three decades, we have remained focused on delivering our clients a high level of service. We encourage frequent communication, full financial engagement, and deep familiarity with goals and concerns. As planners, we embrace complexity; often, our most valuable advice goes beyond investments. Your portfolio is a means to an end: fulfilling your life's objectives. Having a plan and monitoring its progress is crucial to your success.
We offer the following services: Financial Planning, Investment Management, and Retirement Plan Services.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Ben Peters is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Ben Peters is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Ben Peters is Featured on the New Planner Recruiting Podcast: Ep #35: From New Planner to Partner in 7 Years with Ben Peters
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Ben Peters was Co-Presenter of a Webinar on “Lessons in Crisis Investing” Sponsored by The Financial Forum
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Burton Enright Welch Named to Financial Times Top 300 Financial Advisers 2019
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Burton Enright Welch Named to Financial Times Top 300 Financial Advisers 2018
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Burton Enright Welch Named to Financial Times Top 300 Financial Advisers 2017
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Ben Peters is Announced as a New Co-Owner of Burton Enright Welch
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Ben Peters Interviews John Emerson, Former U.S. Ambassador to Germany
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Ben Peters Interviews the portfolio managers of the Osterweis Strategic Income Fund
Contact Ben Peters
Office Locations:
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1850 Mt Diablo Blvd
Suite 335
Walnut Creek, CA 94596
