Ben Gilbert, CFP® - Benjamin E. Gilbert Financial Planner

Benjamin E. Gilbert, CFP®

Ben GilbertBen Gilbert is a Certified Financial Planner® and has been practicing as a fee-only financial advisor since 2005. He became a partner at Silver Oak Advisory Group in 2012 and currently serves as the Chief Compliance Officer.

He earned a Bachelor of Science in Business Administration from Humboldt State University and graduated from the Financial Planning program at University of Portland.

Ben has presented seminars on retirement planning, understanding investment risk, designing investment portfolios, college planning and the basics of financial planning for young professionals. He has been quoted in The Oregonian, bankrate.com and NPR's Marketplace Money on a variety of topics. He has worked extensively with clients in the areas of retirement planning, college funding, stock options and cash flow planning during retirement.

Formerly employed as a computer programmer at Cisco Systems and Silicon Graphics, Ben brings strong analytical skills and attention to detail in his work with clients. He previously designed and developed the software program that was used by Silver Oak Advisory Group to run long-term retirement projections and portfolio reviews.

Ben has been active member of the Financial Planning Association of Oregon and SW Washington since 2008, and has served as President and Chairman of the Board. He lives with his wife and their two sons in south east Portland, Oregon.

 

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