Benjamin Small, CF2

About Benjamin Small

Ben is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Financial Fiduciary®. Ben began working with Cornerstone Wealth Planning in 2023. Before joining Cornerstone, he worked in an Advisor support role for Vanguard. Prior to that, he worked in project management and operations for Chick-fil-A and other companies. He desires to help clients achieve their goals and experience a purposeful and peaceful retirement through personalized financial planning.
Ben is a Charlotte native and graduated from The University of North Carolina at Charlotte with a degree in Accounting. Ben and his wife Moriah have one son, Lee, born in 2023. They attend Mercy Church and actively serve in various capacities at the Union County location.