Have you had a financial check-up recently? My guest this week for our entrepreneur series is Aaron Frolich of Green Peak Advisors. Aaron is a Certified Financial Planner (CFP) who not only knows how to maneuver through the web of financial decisions and options available to Israelis, but he is also well-educated on the impact those decisions can have on
Americans living in Israel. This interview has it all: great advice for financial planning in general and Aaron shares what he has learned being an entrepreneur himself here in Israel. There are a lot of great takeaways from this show! I hope you find at least one nugget and take some action today.
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ABOUT OUR GUEST:
Aaron Frolich is one of a handful of English-speaking certified financial planners (CFP) in Israel and is passionate about setting people up for financial success.
Aaron helps his clients regain control of their finances, save thousands of shekels, grow their wealth, develop a strategy to achieve financial success, and most importantly, gain peace of mind.
Aaron brings 14 years of experience in capital markets where he managed and was responsible for over $200 million of assets for private and institutional clients
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CONTACT AARON:
Website: https://greenpeakadvisors.com/
Email: aaron@greenpeakadvisors.com
LinkedIn: https://www.linkedin.com/in/aaronfrolich/
Phone: +972-54-320-8077
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SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/
Twitter: https://twitter.com/AaronKatsman
LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ______________________________________________________________
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142
Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show
Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ______________________________________________________________
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/ ______________________________________________________________
CONTACT ME:
Email me: aaron@lighthousecapital.co.il ______________________________________________________________ DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
