Ben James, CFA, CFP

Looking at Net Worth Statements: Ben James, CFA, CFP, Securities offered through LPL Financial, Member SIPC.

[Coming of Age @COAUSA]

Curated in our newsletter: Madonna Blasts Ageism in Ad for Brazilian Bank
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[Coming of Age @COAUSA]

Reimagine Retirement: Basics of Launching A Business Apr. 17, 3-4 pm EDT/ 1-2 pm MDT
FREE | online on Zoom | https://t.co/q8VazR4nAP
Dream of starting your own #business? Session for #olderadults exploring #entrepreneurship. With Chuck Hunker and Sharon King of @BoulderSBDC

[Ben James, CFA, CFP @Elevate615]

Happy Pi Day! This day is observed since 3, 1, and 4 are the first three significant figures of TT, and it was first celebrated in the United States. #oregoncity #PiDay2024

[Ben James, CFA, CFP @Elevate615]

Happy International Women’s Day!

[Ben James, CFA, CFP @Elevate615]

Happy hump day! Niles is hanging out with Nancy at the Oregon City Municipal Elevator just right outside from our office location. Nancy is ready to greet you and help you with any questions you might have for her. Say hello to Nancy. #happyhumpday #oregoncitymunicipalelevator

[Ben James, CFA, CFP @Elevate615]

Look who stopped by our office today to get a drink of water. Lucy, she is a sweetie. No rain today in #oregoncity

[Ben James, CFA, CFP @Elevate615]

Weekly Market Commentary - SUPER SIX DRIVES SOLID EARNINGS SEASON - Click on our link to read more https://t.co/jdYxvJAkUM
#weeklymarketcommentary

[Ben James, CFA, CFP @Elevate615]

https://t.co/P7mVIa1Rae
#fiduciaries #retirement #RetirementPlanning #oregoncity #team

[Ben James, CFA, CFP @Elevate615]

Happy Leap Year! This happens every four years. Leap years happen when we add one day to the end of February in order to align our calendar with the Earth's orbit. This information is from USA Today. #LeapYear2024

[Ben James, CFA, CFP @Elevate615]

Weekly Market Commentary - BUYBACKS ARE BACK!
Click on our link to read more https://t.co/JS7qSA3ZCw
#weeklymarketcommentary

[Ben James, CFA, CFP @Elevate615]

Did you know that Ben James the President and the Founder of Elevate Wealth Advisors wrote a book about the Playbook? You can click on this link https://t.co/hRPaSkafKU check it out on Amazon. 📷 #playbook #Oregoncity #retirement #RetirementPlanning

[Ben James, CFA, CFP @Elevate615]

Happy hump day! Niles has the eye for a change of scenery. Instead of the desert he wants a lake vacation. It’s all about the planning. We can help. 😊
#RetirementPlanning #happyhumpday

[Ben James, CFA, CFP @Elevate615]

Our office and the Markets are closed today in observance of the national holiday. Here is a little history-Washington's birthday was actually on February 22,1732 (this would be his 291st birthday!) Enjoy the day. 🇺🇸

[Ben James, CFA, CFP @Elevate615]

Did you know: Our broker dealer is LPL.
Did you know: LPL is the nations largest independent broker dealer with 22,000 advisors and 4.5 million clients.
Give us a call [phone] we are happy to help start your first step towards your financial planning.
#RetirementPlanning

[Ben James, CFA, CFP @Elevate615]

Today is a special day💕Happy Valentines Day and Happy hump day! 🥰 #HappyValentine2024 #happyhumpday #oregoncity

[Ben James, CFA, CFP @Elevate615]

At Elevate Wealth Advisors, We Strive To:
Maximize and protect your wealth.
Uncover and reduce unnecessary financial risks.
We have a process that organizes your financial household.
#playbook #retirementplanning #fiduciaries #oregoncity

[Ben James, CFA, CFP @Elevate615]

Weekly Market Commentary - Outlook For U.S. Economy Continues To Brighten - Click on our link to read more https://t.co/nuLAoJYP2B
#weeklymarketcommentary

[Ben James, CFA, CFP @Elevate615]

Happy humpday! Niles is loving our magnets. 😎
#happyhumpday #oregoncity

[Ben James, CFA, CFP @Elevate615]

Today is Groundhog day! Phil predicts an early Spring. 😊 This information came from Punxsutawney, PA. Phil has gotten it right 30% of the time over the past 10 years. Maybe he will be right this year.

[Ben James, CFA, CFP @Elevate615]

Happy hump day! Niles just wants to thank our amazing clients for our thank you cards from our team. 🥰We love them all. #happyhumpday #thankyoucards