Ben  Simiskey,  CFP<sup>&reg;</sup> - Financial Advisor

Ben Simiskey, CFP®

CPA/PFS

Owner

Lakes Wealth Advisory, LLC

5423 Humboldt Park Ln
Katy, TX 77494
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General

Ben Simiskey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lakes Wealth Advisory, LLC in Katy, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Corporate Finance, Investment Management, Disaster Recovery, Estate Planning, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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