Ben Reznik, CFP®, CRPC®, CWS®
Counties served: Denver, Adams, Arapahoe, Jefferson, Broomfield, Douglas, Clear Creek, El Paso, Boulder
Family Office and Trust Advisor
Parkside Financial Bank & Trust
210 University Boulevard, Suite 550, Denver, Colorado 80206
(720) 600-8713 (602) 326-1536
About ME
At Parkside Financial Bank & Trust, my focus as a 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.
EDUCATION
Northern Arizona University, Bachelor's Degree, Finance
PROFESSIONAL ASSOCIATIONS
Colorado Collaborative Divorce Professionals
Certified Financial Planners Practitioners
Rocky Mountain Estate Planning Counsel
Colorado Planned Giving Roundtable
Financial Planning Association
COLLABORATIVE TRAININGS Taken
Introduction to Collaborative Practice, December 2025