Ben GoebertBen GoebertWealth 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
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now