Ben Ostrove has been helping families reach their financial goals for nearly 15 years. Ben strives to partner with clients and their families in order to educate and provide guidance on all aspects of their personal finances. Ben has the knowledge and experience necessary to create and implement a comprehensive financial plan. Ben assists clients with their Income Taxes, Investment Portfolio, Estate Planning, Employee Benefit Plans, Insurance needs and Wealth Transfer techniques. Ben is extremely effective in part because he takes the time to discuss the individual’s goals and ambitions in order to create a holistic plan.
Prior to joining Personal CFO Solutions, Ben was Vice President of Financial Counseling for a private wealth management firm wholly owned by a global investment banking and securities corporation. Ben earned an undergraduate degree from Pennsylvania State University and received his Master’s Degree in Business Administration from the University of Miami.
Ben will be working from the firm’s Chester, NJ office but will be serving clients across the country. Ben currently maintains his life and health insurance licenses.
Ben lives in Flanders, NJ with his wife, two sons and dog. He enjoys spending time with his family and supporting his sons’ sports endeavors. Ben also enjoys activities including hiking, boating and all things outdoors.