Benjamin Koval has been Founder of SoundPath Retirement Strategies since June 2021, is a control person of the firm and directly owns 75% or more of it. Benjamin Koval holds a Master of Business Administration (MBA) from the University of Nevada, Reno and a Bachelor of Science in Business Administration from the University of Nevada, Reno.
Soundpath Retirement Strategies, LLC is a Bellevue, WA firm with $159M under management, 181 clients and 4 advisers across 4 offices, as of its September 2026 filing.
Benjamin J. Koval is President/Founder of SoundPath Retirement Strategies, LLC. He has over a decade of experience in finance, with a focus on retirement planning. Koval states that he established the firm in June 2021, and he has appeared in the media in radio interviews and webinars.
Benjamin Koval’s longest registration is the current one, 5 years at SoundPath Retirement Strategies since 2021. Before joining SoundPath Retirement Strategies in 2021, Benjamin Koval was registered through Decker Retirement Planning Inc.
- – present · 5 yearsBellevue, WA · Adviser representative · Firm CRD 315590
- Decker Retirement Planning Inc.– · 4 yearsSeattle, WA · Adviser representative · Firm CRD 284281
Professional designations
Listed by SoundPath Retirement Strategies
- Certified Financial Planner™
Investment adviser representative registrations
Benjamin Koval is registered as an investment adviser representative in Washington, since August 2021.
- WashingtonSince 26 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 October 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Benjamin John Koval
- CRD
- 6701855
- Firm
- SoundPath Retirement Strategies · CRD 315590
- Role
- Founder
- Office
- 11811 NE 1ST STREET, SUITE 311, Bellevue, WA 98005
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- soundpathretirement.com
Where does Benjamin Koval work?
Benjamin Koval has been Founder of Soundpath Retirement Strategies, LLC since June 2021, and is a control person of the firm.
Is Benjamin Koval a financial advisor?
Yes. Benjamin Koval has a current investment-adviser registration in Washington, through SoundPath Retirement Strategies since August 2021.
How many years of experience does Benjamin Koval have?
Benjamin Koval has 9 years in the financial industry, since December 2016, across 2 adviser firms.
What exams has Benjamin Koval passed?
Benjamin Koval passed the Series 65 in October 2016.
Where did Benjamin Koval work before SoundPath Retirement Strategies?
Before SoundPath Retirement Strategies, Benjamin Koval was registered through Decker Retirement Planning Inc., October 2016 to July 2021.
Where is Benjamin Koval based?
Benjamin Koval’s registered office is in Bellevue, WA.
Is Benjamin Koval registered with FINRA?
No. Benjamin Koval has no current broker registration.
Is Benjamin Koval a CFP?
SoundPath Retirement Strategies lists Benjamin Koval with the CFP credential (“Certified Financial Planner™”) on its website. CFP Board confirms certification status.
Source: Benjamin J. Koval biography, soundpathretirement.com
How can I verify Benjamin Koval’s record?
Search CRD 6701855 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Koval’s full registration record.