NAPFA Spring 2026 National Conference Speaker

Ben Birken, CFP®?, is the Vice President of Support at Holistiplan, where he leads the team of Support Specialists and Data Analysts to ensure that users get the most out of their Holistiplan subscription. Ben serves as an escalation point for higher level tax and product-related questions, while also conducting product-related and continuing education webinars for the Holistiplan community. With over 15 years of advisory experience - including being the principal/founder (and Holistiplan user!) at Pisces Financial Advisors in Chapel Hill, NC - Ben is well aware of the issues and challenges that financial advisors face, particularly when working with software. Ben holds a Bachelor’s degree from the University of California, Berkeley and a Master’s degree from the University of Colorado at Boulder. He enjoys playing pickup basketball for as long as his aging knees will allow him, coaching his children’s baseball teams, and catching up on all the movies he missed when his kids were younger.