CFP

    W. Ben Utley

    Service Team Leader

    Physician Family Financial Advisors Inc.
    Beaverton, Oregon27 years experienceNo minimum minimum

    About W.

    PHYSICIAN MOMS & DADS… Turn today's worries about taxes and investing into all the money you'll need for retirement and college. * Get The Tax Breaks you Deserve: Put an end to nagging fears of missing out. Newly-minted attendings and self-employed specialists nearing retirement can relax knowing w...

    Areas of focus

    Tax PlanningInvestment ManagementRetirement Planning

    Credentials & background

    Designations

    CFP

    Education

    Master of Science, Chemistry University of Oregon (1993); Bachelor of Science, Chemistry Texas A&M University (1992)

    Clients served

    Doctors

    The firm

    Physician Family Financial Advisors Inc.