Benjamin Spalter

Background

About Benjamin Spalter

As a Financial Advisor with a Chartered Retirement Planning Counselor designation, I manage assets for individuals, trusts, retirement and pension plans, and help charitable, religious organizations and businesses. I have over 20 years of experience in corporate retirement plan consulting. Prior to joining Wells Fargo Advisors in 2008, I had a nine-year career at one of the nation’s largest retirement plan providers, Paychex Inc. where I was a retirement plan specialist. Leveraging the robust resources of Wells Fargo Advisors and the depth of experience of our 12 person full-service wealth management team, my mission is to provide planning based, objective financial guidance to help my clients grow and preserve their wealth. I earned a bachelor degree with honors from the State University of New York at Albany. I hold Series 7 and 66 securities registrations and have earned insurance licensing registration in the areas of Long Term Care, Life, Accident and Health Insurance. Importantly, I also earned the Chartered Retirement Planning Counselor (CRPC®) and Chartered Retirement Plan Specialist certification (CRPS®) by meeting rigorous professional standards and passing comprehensive examinations from the College for Financial Planning. This information is intended for use by residents of AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, and WY only. CA Insurance License #: 0L95950. Resident State: PA. Please contact me at Benjamin.spalter@wfadvisors.com or 215-564-7967 as I cannot respond to messages through Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social