Ben Reznik, CFP^®

CRPC^®, CWS^®

Senior Vice President - Trust & Family Office Advisor

Parkside Financial Bank & Trust

210 University Blvd, Ste 550
Denver, CO 80206-4620

FINANCIAL ADVISOR'S WEBSITE

https://www.pfbt.com/ben-reznik

(720) 600-8713 CONNECT WITH Ben

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Ben Reznik is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Parkside Financial Bank & Trust in Denver, CO and the surrounding communities.

Financial Advisor Overview

At Parkside Financial Bank & Trust, my focus as Family Office Advisor revolves around empowering affluent clients to navigate financial complexities with confidence. Our team's approach blends wealth management, investment strategies, and tax optimization to tailor a financial path that resonates with our clients' aspirations. With expertise honed in private client services and retirement planning, I contribute to crafting holistic solutions that safeguard and grow wealth across generations. By staying attuned to evolving financial landscapes, we ensure that our strategies are not just reactive, but proactive and aligned with our clients' enduring legacies.

Financial Advisor Experience

Parkside Financial Bank & Trust {Senior Vice President | Trust & Family Office Advisor Jun 2024 - Present} , Charles Schwab {Senior Wealth Advisor| Jul 2015 - Jun 2024 · 9 yrs} , USAA {Wealth Advisor| Mar 2010 - Jul 2015} , Vanguard {Client Relationship Associate| Apr 2008 - Mar 2010}

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 65, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Other - CWS^® CWS

Insurance Licenses

Life insurance: CO
Health/disability insurance: CO

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances