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

Ben Kalina, CFP®, CLU®, ChFC®, CASL®

Captain · DISC type SD
Wealth Mangement Advisor at Northwestern Mutual
📍 Medford, Oregon, United States

Ben Kalina is the founder of Table Rock Wealth Management, Northwestern Mutuals Southern Oregon office. With the firm since 2001, the Southern Oregon University MBA graduate holds multiple designations, specializing in guiding clients through wealth building, retirement planning, and legacy preservation.

A Southern Oregon native, Ben is married to Jennifer and they have two children, Jacob and Ellie. He is active in his community by coaching youth sports. His personal interests include fly fishing and traveling with his family, reflecting a strong connection to both his local area and family life.

As a native of the area, he founded the local Northwestern Mutual office, demonstrating a deep commitment to his community.

Read the full overview →
Experience
25 Years
Current Role
Wealth Mangement Advisor
Location
Medford, Oregon, United States
Personality Overview

How Ben shows up

Planner & Achiever
Consummate Professional
Output-Driven

They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Priorities

Topics Ben cares about

Retirement Planning
A core specialty of his practice is guiding clients not just "to" but also "through" their retirement years, ensuring long-term financial security.
Legacy Preservation
His firm specializes in helping clients preserve their wealth and create a lasting financial legacy for their families and future generations.
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Career

Work history

2001
Wealth Mangement Advisor
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2002 - 2010
CLU
The American College of Financial Services
1993 - 1999
MBA
Southern Oregon University
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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