Ben GoebertBen GoebertWealth AdvisorWealth Advisor
About Ben
Ben Goebert is a Wealth Advisor with J.P. Morgan Wealth Management. Ben is a founding member of The Fagerlind-Goebert Group and draws on his deep retirement planning capabilities to deliver tailored investment portfolio strategies. He works directly with entrepreneurs, business owners, successful professionals and their families to address complex and comprehensive wealth management needs.
Ben helps to simplify financial lives and sets individuals on a course to pursue short- and long-term goals. Known for his engaging manner, he has a keen ability to relate to a younger generation of wealth, educating clients about the many facets of investment management and empowering them to consider their own goals and objectives. Through his attention to detail and in-depth knowledge of planning considerations, Ben builds custom portfolios designed to grow with the individual. He is deeply committed to fostering trusted relationships and strives for excellence in every encounter.
With over 16 years of financial experience, Ben began his career at Commerce One, where he designed equity portfolios for high-net-worth investors. He transitioned to TD Ameritrade as an investment consultant and grounded himself in the fundamentals of asset allocation, goals-based planning, long-term investment guidance, portfolio construction and retirement planning. Ben was with Merrill Lynch for eight years, starting in its Fifth Avenue office in New York City as a critical member of a large advisory practice. He moved to Los Angeles with the firm in 2014 and co-founded The Fagerlind-Goebert Group. Together, the team joined J.P. Morgan in 2018 to provide clients with a hands-on and boutique-quality experience delivered within a world-class financial organization.
Ben is an alumnus of Windward School in Mar Vista and attended Northeastern University, where he earned a B.S. in International Business with concentrations in Finance and Spanish. As part of his academic program, Ben spent one year at ICADE Business School of Comillas Pontifical University in Madrid. He is an Accredited Investment Fiduciary® (AIF).
A native of Los Angeles, Ben has lived on both the East and West Coast. He has also lived in Mexico and Spain, and is fluent in Spanish. He currently resides in Mar Vista with his wife, Jessica and son, Ryder. In his spare time, Ben enjoys cooking and traveling. He is an avid sports fan and roots for the Dodgers, Lakers and LAFC.
Insights
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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
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