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Ben Tuscai, CFP®'s Linkedin Analytics

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Ben Tuscai, CFP®

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I am a father and a husband, which are the two proudest titles I hold. I made the leap from wholesaling for an industry giant to become a financial planner. This has been my dream for over 5-years, but I wanted to make sure I achieved the CERTIFIED FINANCIAL PLANNER designation and found a firm that shared my vision for planning. Sunpointe Investments was the perfect match. The number one question I get when friends and family learned about my job change was, "did you get a big pay bump?" The answer is, "no." Here is what I get to do: I build meaningful relationships that are not transactional. I get to learn about "clients" (who become friends) families and friends. I get to be apart of the incredibly difficult decisions that families have to make while protecting them from the unexpected aspects of life we know can happen. I get to take the stress off of clients plates by thinking ahead, doing analysis behind the scenes, probing to learn more about concerns, and providing education every step of the way. On a personal side, I get to pick my two kids up from school and take them to sports, dance, and other activities. Since the job change, I haven't missed an event with my kids. I get to be famous in my house which is the most important thing to me. Outside of family, I still play in a lacrosse league and am an avid power lifter. I try to keep my body in great shape, while still enjoying what life has to offer. I am, as my wife would describe, a nerd. I love talking about taxes, finding the right insurance coverage for families, designing budgets that fit clients needs, and making sure your legacy is set up via estate planning. Late nights crunching numbers is not a drag for me, but is something I find joy in. I am not the expert on everything but I read a fair amount, and try to stay in learning mode. That is who I am as a person and I am incredibly grateful for the constant support I receive. Sunpointe, LLC (Sunpointe Investments) is a registered investment advisor. Sunpointe provides investment advisory and related services for clients nationally. Sunpointe Investments will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at SunpointeInvestments.com.

Check out Ben Tuscai, CFP®'s verified LinkedIn stats (last 30 days)

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