What brought you to join Equilibrium Wealth?
Early in my career I was involved in real estate management operations. However, my true passion is working with people and developing one-to-one relationships. Joining Equilibrium Wealth allowed me to merge my background in business into a more service-oriented role. My work at Equilibrium Wealth has allowed me to fulfill my desire to move away from a “time is money” philosophy and focus on providing service to our clients on an individualized basis.
What do you enjoy most about working at Equilibrium Wealth?
While I’m currently focused on helping to support our team by offering customized services to clients, I’m looking forward to expanding my role into marketing to help amplify the Equilibrium Wealth story in both the US and Israel. My ultimate goal is to bring together our advisors with people that need the specialized services we offer.
What is most important to you as you move forward in your career at Equilibrium Wealth?
I see an opportunity for Equilibrium Wealth to reach more people who are moving to Israel from the US to help support them with specialized financial planning as they transition to their new lifestyle. I hope to support our team’s efforts on fostering new client development as well as supporting new initiatives as the company continues to grow.
What are your areas of specialization?
I’m working with the team on several community outreach program ideas in both the US and Israel. I’m looking forward to utilizing my skills in marketing supported by my desire to foster personal relationships in a supportive role to help reach US and Israeli citizens who need our specialized knowledge in dealing with cross-border financial planning.
How do you give back to the community?
I am active in the community and work with people with special needs through two local organizations: Yachad, the national Jewish council for people with disabilities and HASC Sinai, the Hebrew Academy for Special Children
What is one key takeaway that you would like to share?
My guiding principle in both my personal and professional life is not “time is money,” but rather “time is impact.”