Bennett J. Wessley
CFP®
Financial Advisor
Our role as financial advisors is to simplify the complex, look together at the bigger picture, and help you feel informed and in control of your financial future. It’s about collaboration, not just advice.
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Education &
Bennett is a financial advisor in Savant’s Madison, WI office.
As a CERTIFIED FINANCIAL PLANNER® professional, Bennett is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Bennett has been involved in the financial services industry since 2022. Prior to joining Savant, he operated his own auto detailing business in the Madison area.
Bennett graduated cum laude with a bachelor’s degree in finance with an emphasis in financial planning from the University of Wisconsin-Whitewater. During his time at UW, he co-founded the club golf team, served as a board member for club tennis, and was active in academic organizations, including the Financial Management Association.
In his free time, Bennett can be found enjoying the Madison lakes, traveling, ice fishing, playing tennis and golf, and spending time with friends. He also enjoys visiting his family’s cottage in Rome, WI.
Education &
Designations
- University of Wisconsin-Whitewater
Bachelor’s in Finance with an emphasis in Financial Planning, cum laude - CERTIFIED FINANCIAL PLANNER® professional
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.