Ben Reznik
CFP®, CRPC®, CWS®
Biography
Ben Reznik is an experienced financial advisor dedicated to helping affluent individuals, families, and entrepreneurs achieve financial independence and stability.
With over sixteen years in the field, Ben's expertise spans across a wide range of financial areas, such as wealth management, holistic financial planning, investment management and strategies, estate planning, tax optimization, and risk mitigation. He leverages his analytical skills and industry insights to develop curated financial recommendations to help develop, implement, monitor and maintain a strategy that aligns with his clients' long-term objectives.
Ben goes above and beyond to ensure his clients' needs are met. He offers unmatched assistance and advice regarding complex legal and tax issues related to personal, generational, and business succession. Clients appreciate his unwavering support and dedication, especially when facing financial uncertainty such as inheritance, business sale, and divorce. His presence gives them the confidence to make informed choices.
Ben finds great satisfaction in the genuine relationships he builds with his clients. He sees himself as an integral part of their journey, fostering trust through personalized service and a profound comprehension of each client's distinct objectives and ambitions.
Ben holds a Bachelor of Sciences in Business Administration with a specialization in Finance from Northern Arizona University. He is also a Certified Financial Planner™, Chartered Retirement Planning CounselorSM, and Certified Wealth Strategist™, demonstrating his commitment to professional excellence and ongoing education.
During his free time, Ben loves engaging in outdoor activities with his wife, Nicole, and their daughters, Madelyn and Charlotte. He derives satisfaction from aiding organizations like the Children's Literacy Center, which offers free tutoring to elementary school children who struggle with reading. In addition, he enjoys cooking, reading, and hosting lively board game nights for friends and family, showing a balanced approach to work and life.