Benjamin Wada, AAMS®
Wealth Advisor
With over 14 years in the industry working with some of the top financial planning firms, Ben has accumulated a vast amount of knowledge and experience to provide a high level of education and service to clients. Ben is a fully registered Investment Advisor Representative and holds the following securities registrations: Series 7 (through LPL Financial), 65 (through Householder Group Estate and Retirement Specialists) and 66 (through both LPL Financial and Householder Group Estate and Retirement Specialists). In addition he is also licensed in California for life and health insurance.
Householder Group Estate and Retirement Specialists, LLC is an independent full-service financial consulting firm dedicated to helping clients build and preserve wealth. As independent advisors we are able to establish working relationships with leading financial service firms and insurance providers to create customized objective strategies tailored to our client’s needs.
As a Wealth Advisor for the Householder Group Estate and Retirement Specialists, a Registered Investment Advisory Company, Ben works with individuals and businesses seeking to help grow and protect wealth through the use of thorough planning and investment management strategies. Coming from a financial planning background, Ben has been involved in the creation and implementation of advanced strategies for helping clients work towards their financial goals. Ben also holds the designation Accredited Asset Management Specialist.
Born and raised in Northern California, Ben made the move down south after attending and graduating from Loyola Marymount University, with a bachelor’s degree in both Business and Economics. Ben resides with his wife Lydia in Hacienda Heights. He is also an active member of his church where he currently serves on the worship team.
We don’t represent a group of investment products, we represent you.
Brea, CA Location:
10 Pointe Drive
Suite 100
Brea, CA 92821
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
Accredited Asset Management Specialist SM, AAMS®
The College for Financial Planning® awards the AAMS® designation to students who successfully complete the program, pass the final examination and comply with the Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct and Terms and Conditions. Applicants must also disclose of any criminal, civil, self-regulatory organization, or governmental agency inquiry, investigation, or proceeding relating to their professional or business conduct. Conferment of the designation is contingent upon the College for Financial Planning’s review of matters either self disclosed or which are discovered by the College that are required to be disclosed. Continued use of the AAMS® designation is subject to ongoing renewal requirements. Every two years individuals must renew their right to continue using the AAMS® designation by completing 16 hours of continuing education and reaffirming to abide by the Standards of Professional Conduct, Terms and Conditions, and self-disclose any criminal, civil, self-regulatory organization, or governmental agency inquiry, investigation, or proceeding relating to their professional or business conduct.