Benjamin Birken (CFP®)
Benjamin Birken focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
We help mid-career professionals and their families – particularly academics and university professionals – move towards financial independence by clarifying their financial goals, aligning spending and saving with values, and simplifying their finances.
Additional Information
I received my bachelor's degree from the University of California at Berkeley and a master's degree from the University of Colorado. I am a CERTIFIED FINANCIAL PLANNER™ professional and have been a regional board member and member of the Leadership Development Committee for the National Association of Personal Financial Advisors (NAPFA), an organization of fee-only financial planners. In my spare time, I love reading, stand-up comedy, playing guitar, classic movies, singing poorly at karaoke (but always giving my best performance), and, most importantly, spending time with my two children.
NAPFA Start Date
November 12, 2007
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