Benjamin Paul Massa

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 05/2019
  United States Hang Gliding And Paragliding Association
  Colorado Springs, CO
• 05/2019 → 10/2019
  Unemployed
  Parker, CO
• 08/2015 → 05/2019
  University Of Colorado At Colorado Springs
  Colorado Springs, CO
• 01/2016 → 01/2018
  Il Vicino
  Colorado Springs, CO
• 11/2019 → 12/2019
  Thrivent Investment Management Inc
  Greenwood Village, CO
• 05/2018 → 11/2018
  Ii Vicino
  Colorado Springs, CO
• 04/2021 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 10/2020 → 03/2021
  Luna Freight
  Centennial, CO
• 01/2020 → 03/2020
  Unemployed
  Parker, CO
• 03/2020 → 07/2020
  Il Vicino
  Colorado Springs, CO
• 08/2020 → 10/2020
  Unemployed
  Parker, CO
• 07/2025 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-04-04
• S63 Uniform Securities Agent State Law Examination
  2021-10-01

Other Names

• Ben Massa
• Benjamin P Massa