NAPFA Fall 2023 National Conference Speaker

Ben Birken, CFP®, is the VP of Subscriber Success and Engagement at Holistiplan, where he helps existing users maximize the substantial value that Holistiplan can bring to their practices. Prior to joining the Holistiplan team, he was an early adopter and champion of the program at his then advisory firm. Birken is also the owner and founder of Pisces Financial Advisors in Chapel Hill, NC and has been an active member and volunteer for NAPFA, serving on the South Region Board, Leadership Development Committee, and multiple conference planning committees.