West Los Angeles, California

Ben Porras

CFA
Vice President
Education &
Certifications

Chartered Financial Analyst (CFA)

University of California, Berkeley

Financial Tip

Automate your savings and develop an investment program that is disciplined and systematic. Slow and steady wins the race, so patience is key. Be mindful of overconfidence as it leads to unexpected outcomes, and always understand what you own and why you own it.

About Ben
Ben Porras has been in the field of financial services and investment management since 2002. He earned a B.A. from the University of California, at Berkeley and is a 2016 CFA® charterholder. Ben has also passed Part 1 of the Financial Risk Manager (FRM™) exam and has obtained his Series 7 and 66 licenses. Prior to joining EP Wealth Advisors in 2013, he served as Vice President Financial Consultant at Charles Schwab in Century City, CA. While at Charles Schwab, Ben consulted and advised clients on assets totaling more than $500 million. He also served as a dual employee of both Charles Schwab Bank and Charles Schwab & Co. He was ranked the number one Financial Consultant in his first full year at Charles Schwab, and in 2005 he was also chosen as one of three Financial Consultants to participate in the Denver Management Conference to develop Schwab’s new 2005 business model. Outside of work, he enjoys singing, playing the guitar and composing his own music. He is extremely passionate about food and wine and in 2007, he passed the Level 1 Sommelier Exam through the Court of Master Sommeliers.
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