I have over 20 years of experience working with clients from the USA, England, Israel and South Africa. I specialize in assisting “Olim Chadashim” (new immigrants to Israel) and “Vatikim” with their investment needs.

I provide carefully thought-out portfolios, tailor-made to each clients’ immediate, medium and long-term needs. My focus is on my client rather than specific products.

My aim is to understand the goals of my clients’ and to provide guidance on how to achieve their objectives, to educate and inform them how to better facilitate their decision making process and to provide a clear and transparent investment strategy.

I am a financial planner licensed by the Israel Security Authority and I also hold an International Capital Markets Qualification from the Securities Institute, London.

I am happy to meet personally or over zoom for an initial discussion (no commitment or fee) to see how or if I can be of assistance.