Benjamin Sherry,
CFP®, WMCP®, CLU®, ChFC® Partner, Haba Sherry Wealth Management Wealth Advisor, RJFSBen is a force for forward motion. He helps his clients translate big goals into clear decisions, practical next steps and steady progress. He leads the practice’s planning process end-to-end, building each client’s initial plan and refining it as life evolves. He also supports early- and mid-career clients through implementation, helping them build momentum without losing sight of what they’re building toward.
Ben is a CERTIFIED FINANCIAL PLANNER® professional with over a decade of experience. He holds the WMCP® specialization, along with the CLU® and ChFC® designations. He holds FINRA Series 7 and 63 registrations, his Massachusetts insurance license and Certified Professional Coach certification.
Ben earned both a BA and MA from Trinity College, where he was a two-time captain of the football team. That leadership experience carries into his work today; he’s steady under pressure, goal-oriented, clear on priorities and focused on helping clients move forward with confidence.
Ben is a Massachusetts native and lives in Canton with his wife, Alexandra, their 5-year-old son, Logan, and their newborn daughter, Isla.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
