It is our experience that optimal investment management ensures future financial peace of mind. That is why all your financial assets must be optimally managed, in line with your needs, desires, and capabilities, and in line with your preferred levels of risk. Our services include:
Our services
Member of the Association of Financial Planners in Israel
An expert in financial, pension and risk planning management, Yosi Pichadze is a licensed pension insurance agent and a licensed investment consultant (contingent). Yosi is also a certified financial planner (CFP) and a member of the Union of Financial Planners in Israel (UFPI). He too often finds himself contemplating about the day he retires, has more time to spend with my family, and realizes at least some of his dreams.
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