I have been blessed to have the opportunity to serve as a Financial Advisor in Washington and had the privilege of working with and assisting many families of retirees and people who aspire to retire since 1983. My experience in evaluating and reviewing out of the box solutions to retirement and income planning, investment and estate Planning options, wealth preservation and estate enhancement, executive benefits, family legacy and long-term care planning options has allowed me to be of service to many families. My own parent’s experience with the cost of care during retirement ultimately led to my mom ending up in a “financial jail”. I have empathy for the families I deal with and have the motivation to find and create the best possible programs so that none of “my families” endures what my parents went through.
I was born, raised in Israel, grew up in the Scout movement and served with my friends in a unique branch of the Israeli army. My wife Madeleine and I met in Israel after I completed my service in the Israeli Defense Forces and Madeleine her second period of volunteering in a Kibbutz. We married in Bellevue and within a week moved to and lived in Israel for a year prior to making our home in Washington state in 1981. Madeleine and I have two adult children. We support finding cure for Cancer, enjoy traveling, movies, dining, reading and spending time with our family. Family is very important to us. Additionally I enjoy hiking and biking as well as Martial arts. I have earned Black Belts in Karate and Hapkido. I find that the discipline, mental focus and comradely of Martial arts are crucial to me and helpful in assisting families I serve.
2227 112th Ave. NE
Bellevue, WA 98004