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

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.