Benjamin F. Otto

B.Econ, CFP
Financial Security Advisor

The Care Factor – Fine-Tuned Answers

Ben is motivated to serve others. “My dad is a pastor. Growing up, I often went with him visiting congregational members in their homes, hospitals and nursing homes. I saw him working extremely hard for others and the positive impact it had on them.” This sensitivity to people’s needs and expectations is at the core of Ben’s philosophy.

Ben and his team call it The Care Factor. It means that for every client, they work with meticulous devotion to provide fine-tuned answers and remove the stress of the unknown. Ben draws on his creative thinking, passion, and 27 years of expertise, to offer fresh perspectives and develop innovative solutions for complex high net worth cases. Benjamin and his team are committed to being their client’s most trustworthy resource.

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