WU
W. Ben Utley
Beaverton, OR
Verified Identity
Service Team Leader at
Physician Family Financial Advisors Inc.
Years of Experience
27 years
Member Since
2023
Allow Me to Introduce Myself
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...
Clientele
Doctors
Services Provided
Tax Planning
Investment Management
Retirement Planning
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Flat Fee
Education
University of Oregon
Master of Science, Chemistry
Obtained in 1993
Texas A&M University
Bachelor of Science, Chemistry
Obtained in 1992
Advisor Links
Disclosures and Proof of License
SEC Profile
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Profile Last Updated: March 4, 2025