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 Wessley is a financial advisor in Savant’s Middleton, Wisconsin, office, where he helps individuals and families navigate comprehensive financial planning. As a CERTIFIED FINANCIAL PLANNER® professional, he works with clients on 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 began his career in financial services in 2022. Before joining Savant, he operated his own auto detailing business in the Madison area.
He graduated cum laude from the University of Wisconsin–Whitewater with a bachelor’s degree in finance with an emphasis in financial planning. During his time at UW–Whitewater, he co-founded the club golf team, served as a board member for club tennis, and participated in academic organizations, including the Financial Management Association.
When not in the office, Bennett enjoys time on the Madison lakes, traveling, ice fishing, playing tennis and golf, and getting together with friends. He also likes visiting his family’s cottage in Rome, Wisconsin.
Education &
Designations
- University of Wisconsin–Whitewater
Bachelor of Business Administration 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.