Founder and Managing Partner
Senior Partner, Financial Planning & Wealth Management
Jared Morgenstern
Chief Strategy Officer
Nicolas Tranghese
Partner, Financial and Insurance Strategist
Rafael Abitbol
Partner, Wealth Management
Yosef Benson
Chief Operating Officer
RJ Miles
Partner, Property & Casualty Insurance
Rafi Benzaquen
Commercial and Residential Mortgage Services
Joseph Landsberg
Financial and Insurance Strategist
Idan Azoulay
Financial Protection Specialist











