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Financial Planning Administrator

Ben Brieger

Ben joined Sherr Financial Associates as an intern during his junior year at Bentley University, where he pursued a finance degree with a CFP concentration. After graduating, he became a full-time member of our team as a Financial Planning Administrator as he continues to pursue his licensing exams. Ben is preparing to sit for the Certified Financial Planner exam in November and is excited to begin his career as a fully licensed Financial Advisor. When he isn’t working with clients, Ben enjoys surfing, skiing, and exploring other adventure sports. His passion for travel has taken him across the US and throughout Central and South America, with more adventures planned in the future.

During his time at Bentley, Ben was actively involved in the Sigma Gamma Delta fraternity and the Bentley Investment Group. These experiences helped him develop strong leadership and teamwork skills, along with a solid understanding of capital markets.

Ben is eager to learn and dedicated to serving our clients’ best interests. His strong work ethic and the comprehensive knowledge he gained at Bentley make him an invaluable member of our client service team. Ben Currently holds his Series 7 and Series 63 and is actively pursuing further designations.