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.

NAPFA Start Date

November 12, 2007


This Office

245 Dark Forest Dr Chapel Hill, NC 27516-3707 Phone: (919) 391-5991