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Benjamin B
CFP®, Series 65
Chapel Hill, NC
Pisces Financial Advisors, LLC
Benjamin Birken is a CFP® with 18 years of industry experience, currently serving as the principal advisor at Pisces Financial Advisors, LLC in Chapel Hill, NC. He previously worked at Woodward Financial Advisors, Inc. for 12 years and holds a leadership role at Holistiplan, LLC, a financial services software company, where he is Vice-President for Customer Success and Engagement. Pisces Financial Advisors provides comprehensive financial planning and discretionary investment management to individuals, families, high-net-worth clients, and small businesses. The firm’s investment approach focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs with attention to diversification, cost control, and tax efficiency.
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