Benjamin Gibson, CFP®, MBA, EA
Certified Financial Planner
Ben joined La Crosse Financial Planning in 2022, and has since built out a unique service offering investment and tax expertise to his clients. Ben helps folks make their money work harder for them with the aim of also reducing their tax burden now and throughout their life.
Throughout the planning process, Ben focuses on identifying and achieving folks’ goals, while ensuring their investments, taxes, and cash flow are all working together in light of those goals. With his Certified Financial Planner and Enrolled Agent (EA) background, Ben offers a blend of tax, investment, and cash flow expertise along with the estate planning that the firm conducts overall.
Ben’s introduction process is free and painless. Whether you decide to form a relationship with Ben or not, you’ll leave the first meeting having a clearer understanding of your current and future finances overall.
Background
Ben attended Viterbo University in La Crosse, Wisconsin, to pursue an undergraduate degree in Biology. Upon graduating, Ben enrolled in Viterbo’s graduate business school, where he earned his MBA.
Ben and his wife Zoe are currently located in Onalaska, Wisconsin. Zoe works in special-education in the Onalaska School District. Together, they enjoy taking advantage of the hiking and biking trails in town, and they are blessed to have their friends and family living near La Crosse to spend time with them regularly.
Outside of the office, Ben plays in a sand volleyball league with his friends. He also enjoys golfing at any of the courses in the Tri-State area. Ben and Zoe are avid readers and enjoy watching movies at the Rivoli in downtown La Crosse.
Schedule with Ben Gibson, CFP®, MBA, EA
Have questions about your financial plan? Please don’t hesitate to contact us.
