Benjamin Birken (CFP®)
Benjamin Birken focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
We specialize in providing financial planning and investment management for professional women and their families. We also work particularly well with college and university professors and upper level administrators.
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 a member of the National Association of Personal Financial Advisors (NAPFA), an organization of fee-only financial planners. Since 2012, I have taught retirement and financial planning courses for adults and students on the UNC-Chapel Hill campus. Prior to joining Woodward Financial Advisors in 2007, I worked for the University of North Carolina at Chapel Hill.
NAPFA Start Date
November 12, 2007