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

Ben Kalina, CFP®, CLU®, ChFC®, CASL®

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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.

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Experience
25 Years
Current Role
Wealth Mangement Advisor
Location
Medford, Oregon, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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

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Education
2002 - 2010
CLU
The American College of Financial Services
1993 - 1999
MBA
Southern Oregon University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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