Ben J Kalina, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor


Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Associations and Memberships

Board Member, The Arc Jackson County

Member, The Chamber of Medford/Jackson County

Rotarian, Medford Rogue Rotary, Medford, OR


Awards and Recognition


National Quality Award 2004-2005, 2007-2010

Award recognizing persistency and performance


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