• Benjamin Zurvalec, RICP

    Financial Advisor

Ben is a financial advisor for AHP Financial Services and a registered representative with Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC. He specializes in helping individuals accumulate and preserve wealth for retirement.

Ben offers a low-key planning approach to investing. The emphasis is fee-based investing and utilizing multi-managers to create a well-diversified portfolio. Although retirement planning is a specialty, he offers all types of accounts, products and services, including life insurance and analysis, pension plans and professional money managers.

Ben has a broad depth of career experience and industry knowledge gained through working with insurance companies, the banking industry and credit unions. As a Retirement Income Certified Professional (RICP), he enjoys helping clients create sustainable retirement income, managing the transition from accumulation to income, creating a rich, sustainable livelihood for our clients. Ben received his Bachelor of Science degree from Central Michigan University.

Ben is co-chairman of the Bay Med Foundation fundraiser campaign, where the goal is to place 60 automated external defibrillators (AEDs) in public and parochial schools and other nonprofit organizations within Bay County. He also is a member of Parent Heart Watch, a state-by-state network of parents dedicated to reducing the often disastrous effects of sudden cardiac arrest (SCA) in children.