Ben Birken
VP of Support at Holistiplan; Founder, Pisces Financial Advisors
- Role
- Vice President Support at Holistiplan
- Location
- Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Vice President Support
Apr 2021 — Present
Education
University of Colorado Boulder
M.S., Kinesiology and Applied Physiology
2002 — 2004
University of California, Berkeley
Bachelor's degree, Applied Physiology; History
Skills
- Financial Planning
- Wealth Management Services
- Estate Planning
- Wealth
- Investment Strategies
- Portfolio Management
- Investments
- Finance
- Retirement
- Wealth Management
- High Net Worth Individuals
- Asset Allocation
- Investment Management
- Asset Managment
- Iras
- Wealth Accumulation
- Certified Financial Planner
- Financial Advisory
- Mutual Funds
- Personal Financial Planning
- Investment Advisory
- Personal Finance
- Etfs
- Estate Tax Planning
- Retirement Planning
- Financial Planners
- Financial Services
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