Benjamin Engel

Benjamin Engel

LPL Financial Advisor

Ben grew up in Laguna Hills, California where he grew up passionate about helping others and playing many sports, mainly soccer and golf. His upbringing instilled values of hard work and focus that shaped his journey.

 

During high school, Ben explored his interest in finance while shadowing his dad, Robert Engel, at Wealth Planning Group. He pursued his education at the University of Utah, earning a Bachelor’s Degree in Economics and a Financial Planning Certificate, gaining valuable insights into managing money and planning for the future.

 

Joining Zion’s Bank Corporation as an Investment Representative during his senior year, Benjamin spent 2 ½ years learning about investing and money management.

 

Now back in Southern California, Ben is thrilled to be back at Wealth Planning Group, working closely with his father, Robert, to build his book of business using cutting-edge technology. He aims to blend experience with innovation to better serve his community's financial needs.

 

Outside work, you'll find Ben residing in Newport Beach, enjoying time with friends, golfing, biking, volunteering in the community, skiing, and playing soccer. These activities fuel his love for life and balance his dedication to his career.