Ben Stauffer
Advisor at Lindy Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Hi, I'm Ben. I help families optimize their finances through tax-focused planning and investment management. Learn more or book a call here: https://www.lindywealth.com/
Client services
Based on Lindy Wealth, LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
General tax planning
Demographic focus
Established Professionals
Gen X (Born 1965-1980)
Parents
Fee options
Starting at $1,000/year
$250/qtr
Location
Los Angeles, CA
Most active in
Ben S has reported serving >5 clients in these states in the last 12 months.
California
Work history
Lindy Wealth, LLC
2025 - Present (1 year)
Mariner Wealth Advisors
2022 - 2025 (3 years)
Erika Puzik & Associates
2021 - 2022 (1 year)
Albert Financial, Wealth Management and Insurance Services
2020 - 2021 (1 year)
CBM Wealth Management
2018 - 2020 (2 years)
California State University
2015 - 2019 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Joo Hong K
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
Max P
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Dominic W
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Mark G
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Joseph L
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
George G
CFP®, Series 66
Santa Monica, CA
Guttman Financial Planning
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