W. Ben  Utley,  CFP<sup>&reg;</sup> - Financial Advisor

W. Ben Utley, CFP®

Physician Family Financial Advisors Inc.

1053 High St
Eugene, OR 97401
FINANCIAL ADVISOR'S WEBSITE
(541) 463-0899 CONNECT WITH W. Ben
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General

W. Ben Utley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Physician Family Financial Advisors Inc. in Eugene, OR and the surrounding communities.

Financial Advisor Overview

We help physicians get on track to pay off student loans, buy a home, save for college and invest for retirement with financial planning and portfolio management. Physician Family Financial Advisors is a fee-only Registered Investment Advisor that accepts a fiduciary duty to act in its client's best interest.

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Financial Advisor Experience

20+ years experience helping physician families to build, maintain and enjoy financial security that can last a lifetime

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Investment Management, Mutual Funds, Getting Married, Insurance, Retirement, Starting a Family

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Helpful Financial Planning Resources