I recently had an opportunity to speak with Oregon’s top notch financial advisor & sponsored athlete.
By: Joshua Conner
Ben Petersen is a financial advisor for Kalyx Capital Management & sponsored athlete for: bodycor, isolator fitness, repwear fitness, physiq apparel, cut above clothing, alter ego fitness and fit addict from Bend, Oregon.
What is a day in the life of Petersen like?
“Let’s see, so I wake up in the morning. I’m a financial advisor & I have my own practice. I work out of a home office and I have an office downtown. So I’ll typically wake up, pretty early and do some training, and then get on top of some urgent business tasks. Once that’s done, I’ll get breakfast, I have a 2 year old son, and my wife, she’s pregnant, so I’ll have breakfast and hang out with them a little bit. Then, I’ll go to the gym if I can, I like to get there relatively early, so I’ll have some energy. It’s something that I like to do always. Then, I usually go to my office downtown and deal with less pressing matters and catch up on the back end of things,” said Petersen.
Petersen says that, “Progress”, would be the title of his life story, but who would play him in a movie?
“Well, if there was an actual Benjamin Button disease, then Brad Pitt could go back in time and his younger version could actually portray me, no I’m just kidding. I don’t really know, haven’t really given that much thought, I’m going to have to say Christian Bale,” said Petersen.
What is one quality that Petersen would like to leave his children?
“One quality that I would want for them, I guess is just to be motivated in life and to be realistic. I want them to see everything as clearly as possible and not to be manipulated. I just want them to know to work hard, have faith, and to be motivated,” said Petersen.
What was Petersen’s most memorable year?
“Well up until now, I always kind of feel it’s my most memorable year. 5 years ago, I moved back to my hometown to start my business & I moved with my wife, we weren’t married at the time. Then, we were married in 2015, I had my son in 2016, and I moved from Morgan Stanley and started my business last year and this year we are having another child. So, every year has been pretty memorable, especially 2016, because it was the birth of my son,” said Petersen.
If Petersen’s mantra was a hashtag, it would be #staypositive.
“I just think it’s crucial and often the correct perspective. I try to be realistic, but I think you’re only helping yourself and others when you maintain a positive attitude,” Petersen says.
What are Petersen’s underwear preferences?
“I would say boxer briefs. My wife got me this pair, I think there called Mack Weldon, and they are really great and really comfortable. Another one I bought is called Stance. I was running out on a vacation at Disneyland, and brought them in the Countdown Disney section at like a surf shop. Those are great too,” said Petersen.
What was Petersen’s experience like working out with TJ Hoban?
“It’s been fantastic, he really dialed me in on the diet. I kinda felt like I knew a good deal before this, and he just proved to me that I have a lot to learn on the diet aspect. He is just a really humble guy, accessible, and he has had a phenomenal career. It’s kind of interesting, because I talk to him pretty much every day. Looking back, I wasn’t really aware of it, but I came across him or his image a number of times, even before getting in touch with him.
I remember, I had the Arnold Schwarzenegger Encyclopedia of Bodybuilding, and he was in the abs section of course. I didn’t know who he was, but he was ripped and had this good look, to that was the most desirable physique. I saw the Perfect Physique documentary and I am a big It’s Always Sunny in Philadelphia fan, so that’s kind of where I first recognized him. It’s been a pleasure to able to talk to him, and I hope it continues,” said Petersen.
What is one sentence would he like people to use to describe his financial advising?
“I would say just adding value, and always putting my client’s interests before my own. That’s how I am able to grow, I’ve never lost a client, and getting a lot of referrals that’s how I grow. I don’t really do a lot of marketing. I think it’s just because, I really pry myself on operating with integrity and honesty, keeping up on everything and making sure I am serving them as well as I can and just putting their interests first,” said Petersen.
What does Petersen enjoy most about financial advising?
“I have always been really interested in business and investing, and when I graduated I just wanted to have a career that I: enjoy, would be sustainable, and it was very important to me that I felt like I was doing something positive and adding value to people’s lives. I just wasn’t selling a product or service, that I didn’t believe in. It has been great helping people achieve their goals : whether it’s retirement, charitable giving, putting their kid through college, or taking care of their elderly parents, it’s just nice to see that. I have help people to accomplish their goals, money is an important thing in life, and we can’t get around it so,” said Petersen.