Benjamin Rathfon

Certified Plan Fiduciary Advisor® (CPFA®)

Accredited Investment Fiduciary® (AIF®)

Series 6 license; 7 license; Series 63 license; Series 65 license*

Life, Accident, and Health Insurance license

Ben began working at HB Retirement in 2016. He has worked in the retirement industry since 2009. His areas of experience include retirement readiness, retirement income planning, retirement plan education and analysis, portfolio analysis, life insurance, and wealth management. He studied economics and political science at Allegheny College. Ben enjoys spending time with his wife, Brandice, and his daughter, Fiona. His hobbies include traveling and the occasional round of golf.

*Benjamin holds the Series 6, 7 and 63 registrations with LPL Financial and the Series 65 registration with HB Retirement.