Ben Bulchik is the Portfolio Operations Director at Creekside Financial Advisors, where he partners with the advisory team to keep each client's long-term strategy aligned with the goals it was built around. Ben brings a deep expertise and investment focus to each clients plan. He was drawn to Creekside by its personalized approach to financial planning and by the opportunity to help clients pursue their personal goals, financial and otherwise.
Before joining Creekside, Ben spent nearly five years as an investment analyst and trader for a full-service financial planning firm in Richfield, Ohio. There, he oversaw trading and rebalancing for more than 900 client accounts, researched the investments the firm held, and built planning analyses, from retirement income projections to Roth conversions, that helped advisors guide families through important decisions.
Ben graduated from Walsh University with a Bachelor of Business Administration (BBA) in Finance and a minor in Economics. He has earned his Series 7 (2021), Series 63 (2023), and Series 65 licenses through the Financial Industry Regulatory Authority (FINRA). Licenses held through LPL Financial.
Born and raised in Cleveland, Ben stays involved in his community by coaching with his former high school's baseball team. Despite the Browns' best efforts, he still roots for them every Sunday.
Outside the office, Ben stays active through golf, basketball, baseball, and rock climbing. When he's not playing, he's keeping up with Cleveland sports.