Ben Karlo, FPQP®

Senior Associate, Client Service and Operations

In the fall of 2019, I graduated from Kent State University with a degree in Finance and a minor in Accounting. While at Kent State, I interned with a local wealth management firm that specialized in 401(k) plans and other qualified retirement plans. After graduating, I accepted a full-time role as an Operations Associate at Prosperity Advisors, where I supported day-to-day participant needs.

I joined Fairway in January of 2022 as a Client Service Associate. In my role, I support clients with money movements, account maintenance, and the onboarding of new relationships. I also work closely with custodians and brokers to help ensure client needs are addressed efficiently. In addition, I support the compliance team by assisting with quarterly and annual review processes. I hold the FPQP® designation.

The most meaningful part of my work is helping clients find solutions to complex problems and building strong relationships that allow me to better understand their needs.

I live with my wife and our dog in Lakewood, Ohio. Outside of work, I enjoy golfing, fishing, and playing on a local co-ed softball team. I am also an avid reader and enjoy investment-focused books, including The Intelligent Investor.

What could you achieve with a Personal CFO?

When your financial life is led with structure, clarity, and follow-through, the possibilities expand.

From tax planning and estate coordination to cash flow and next-generation guidance, we help you move from complexity to clarity — so your wealth can support the life and legacy you’re building.

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