Wacek Financial Planning, LLC
Based in Minneapolis, but I utilize technology to serve clients across the US and around the world.
I learned how to manage money responsibly at an early age. Each time I received my weekly allowance my dad helped me to put 10% into an envelope labeled "church," 50% into an envelope labeled "savings," and the remaining 40% was spent on baseball cards and Nerf guns.
These money management disciplines stuck with me through the years and when it came time to choose a major in college, finance seemed like a natural fit. I graduated from Bethel University (St. Paul, MN) in 2006 with a degree in finance and marketing. Before starting Wacek Financial Planning, I worked for two different fee-based financial planning firms in Minnesota, serving more than 100 higher net worth clients. I had a great experience working for each of these firms and I earned my Certified Financial Planner TM designation in 2010. I also served on the board of the local Financial Planning Association chapter for two years. I decided to launch Wacek Financial Planning in 2014 because I wanted to serve clients in any life stage and of any net worth steward their resources in a meaningful way, on a fee only basis.
Also significant to my story is that in 2011-2012 I participated in a ten month full-time training program at my church, which helped me to grow in the areas of Biblical thinking, ministry skills, and Christ-like character. It was in this program where I met my beautiful wife, Bekah! We were married in December of 2012 and had our daughter, Lena, in December of 2013. Bekah and I are both actively involved in the church where we met, Hope Community Church.
I love working as a financial planner because of the opportunity that I have to make a difference in peoples' lives. If I wasn't a financial planner I think I would have chosen to be either a pastor or a teacher for a similar opportunity to serve others. It is incredibly rewarding for me when I am able to help someone develop a plan that helps them to achieve their goals. Money management can seem complicated, but it really doesn't have to be. A good financial plan uses the same financial principles that my dad taught me nearly 30 years ago. Sure, the percentages have been adjusted, and it's been a few years since I've purchased a Nerf gun, but the principles are the same and they are fairly simple. I'd love to connect to see how I can help you!
Ben Wacek 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
Ben Wacek is a fee-only, Certified Financial Planner who helps his clients steward their resources in a meaningful way for an affordable price. He uses Biblical principals as he works with his clients to budget, save, and give their money in a way that matches their goals.
Ben has more than eight years of experience as a financial planner and does not have investment minimums allowing him to work with clients of any life stage and net worth. He is based in Minneapolis but utilizes technology to serve clients across the US and around the world.
Ben loves working as a financial planner because of the opportunity that he has to make a difference in peoples' lives. If he wasn't a financial planner he likely would have chosen to be either a pastor or a teacher for a similar opportunity to serve others. It is incredibly rewarding for Ben when he is able to partner with someone develop a plan that helps them to achieve their goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Ben Wacek is a NAPFA-Registered Financial Advisor
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.
Ben Wacek is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Ben Wacek is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Ben Wacek is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Ben Wacek
or Virtual Services
Minneapolis, MN 55406