Ben Kline - Financial Planner

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Ben Kline - Financial Planner Ben Kline is a CERTIFIED FINANCIAL PLANNER® practitioner based in the Rogue Valley of Southern Oregon. After graduating from St.

Ben Kline, CERTIFIED FINANCIAL PLANNER® professional & US Army veteran, who applies leadership, integrity, & risk management to help his clients as they seek to achieve their financial goals. Mary's School, Ben went on to attend the United States Military Academy at West Point, where he graduated and commissioned as a Field Artillery Officer in the United States Army. During his service, Ben spent the majority of his military career in the 82nd Airborne Division as a Paratrooper. Of note, Ben deployed to Iraq in 2017 for Operation Inherent Resolve and served stateside under the Global Response Force mission, a strategic, no-notice "anywhere in the world in 24 hours" global contingency mission. After serving his nation, Ben moved back to his hometown and transitioned to a career in Financial Planning, where he applies his discipline, risk management philosophy, and strategic thinking to help his clients pursue their financial goals. Ben is dedicated to fostering deep relationships with his clients and their families, guiding them through the complexities of Financial Planning, and enhancing their financial literacy. Outside of work, Ben enjoys spending time with his daughter and partner while running a small farm. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Located at 2732 American Ave, Suite 1, Medford OR 97504

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Address

2732 American Avenue, Suite 1

97504

Telephone

+15412003281

Website

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