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Southwest Wealth Strategies

Southwest Wealth Strategies

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Benjamin Miles, CFP®, CLU

Senior Partner, CFP®, CLU

  • 480-397-7556
  • 480-397-7560
  • Benjamin@SouthwestWealthStrategies.com

I have been working in the financial services industry since graduating with honors from Northern Arizona University in 2003. I began my career with Mutual of New York, which is now Equitable Financial Life Insurance Company of America. Since beginning my career I have obtained the CERTIFIED FINANCIAL PLANNER designation which focuses on taking a holistic approach to addressing one’s financial needs, as well as obtaining the Chartered Life Underwriter (CLU) designation which provides specialization in the analysis and application of life insurance.

I am a named Partner of Southwest Wealth Strategies, LLC where I focus on investment management, retirement income planning, and succession planning. Through my consultative process I help my clients identify and define their unique financial goals and provide education on strategies to address their needs. I believe educating my clients is critical to their success because informed clients understand the “why” behind the plan design and maintain discipline when executing the financial design as a result.

Outside of the office I enjoy traveling with my wife, Maria, and we take full advantage of our ability to do so before we have children. I enjoy playing golf and often brave 105 degree summer days to continue my practice. I am also passionate about fitness and nutrition. Because of this I have developed a reputation among my colleagues as the go-to person for diet and exercise advice.

Education, Licenses, and Credentials

Cum Laude – Northern Arizona University 2003

Bachelors of Science in Business Administration Finance

FINRA Series 7 & Series 66 Registrations; Life and Health Licenses

 

CFP® – CFP® and CERTIFIED FINANCIAL PLANNER TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

CLU – Chartered Life Underwriter, awarded through The American College

 

Equitable Financial Life Insurance Company of America is an AZ stock company with main administrative headquarters in Jersey City, NJ.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Southwest Wealth Strategies, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

 

Check the background of this financial professional on FINRA’s BrokerCheck

 

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Southwest Wealth Strategies
6720 North Scottsdale Road
Suite 390
Scottsdale AZ 85253 USA
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480-397-7550
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  • About Us
    • Our Focus
    • Our Professionals
    • Our Philanthropy
    • In the Media
    • Photo Gallery
    • Consumer Protection
  • News & Research
    • LPL Commentaries
  • Contact Us
    • Scottsdale, AZ
    • Tucson, AZ
    • Las Vegas, NV
    • Bozeman, MT
    • San Diego, CA
  • Login/Register

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Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.


Southwest Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.


PPG-135150 (Rev. 7/20) (Exp. 7/24)


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