Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Benjamin Ling, CFP®, CRPC®

Ben Ling graduated from UC Berkeley with a double major in Mass Communications and Sociology. After graduation, he attended NTNU’s Mandarin Training Center and worked as a staff assistant for the Office of the Vice President of Taiwan. Prior to joining UBS in 2015, he was with Merrill Lynch since 2003. Ben is responsible for the day-to-day operation of the team. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized strategies. He focuses on multi-generation clients, assisting on investment selection and analyzing their financial situation to develop customized strategies to help meet their goals.

Passionate about helping people, Ben has been active in the community, previously serving as the National Chairman and President for the non-profit organization Taiwanese American Citizen’s League (TACL) and Taiwanese American Professionals (TAP), focusing on helping to mentor and develop the next generation of leaders. He currently serves on the Board of Taiwan Center.  He enjoys reading, and staying fit through weight training, tennis, golf, and basketball in his spare time. Ben resides in Brea with his wife Iris, daughter Shoshana, son Bryson, and 2 dogs.

CA Insurance License #: 0E03992

Registered States:
  • AZ
  • CA
  • DC
  • FL
  • HI
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • NC
  • NJ
  • NV
  • NY
  • TX
  • VA
  • WA

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • BA in Mass Communications and Sociology, UC Berkeley


  • Chartered Retirement Planning Counselor
  • Portfolio Manager

Securities-backed lending
Financial planning
Retirement planning
Custom portfolios
Structured products
Retirement Plan consulting
Multi-generational families
One Pointe Drive
Suite 140
Brea, CA 92821
  • (714) 256-5484

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