About
Benjamin Westerman is Senior Vice President of Wealth Management. He is a certified financial planner and personal financial specialist operating in Saint Louis, Missouri, who has been in the industry for 12 years.
Ben Westerman currently serves as Senior Vice President of Wealth Management with OneDigital in Saint Louis, Missouri. Ben is a CERTIFIED FINANCIAL PLANNER™ and personal financial specialist with over 12 years of industry experience. Over the course of his career, he has held roles at HM Capital Management, Deloitte and Resources Investment Advisors, LLC. Westerman maintains a Series 65 license, qualifying them as an investment advisor representative, and can work in Missouri. His accomplishments include:
- Received a Bachelor of Science in Accounting and a Master of Accounting degree from University of Kansas.
- Received the Standing Ovation award by AICPA’s Personal Financial Planning Division in 2018.
- Named one of the ‘Top Next-Generation Wealth Advisors’ by Forbes/SHOOK in 2017.
- He has been quoted by several publications including Bloomberg, St. Louis Post-Dispatch, Yahoo Finance, U.S. News, Investment News, Financial Advisor Magazine, TheStreet, The Penny Hoarder, MSN Money, and Think Advisor.
- He has been quoted in the book ‘Millionaire Expat: How to Build Wealth Living Overseas’ by Andre Hallam.
- He is a member of The America Institute of Certified Public Accountants (AICPA)
Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.
