How many clients do you have who are U.S. retirees living in Israel?

Do you hold any international financial planning certifications?

While we do not currently hold international certifications such as CFP® or equivalent, our experience and licensing in both Israel and the U.S. provide a deep, practical understanding of cross-border financial issues, which is often more relevant and valuable to our clients’ needs.

Can you work with my Israeli accountant and U.S. CPA?

Absolutely. We frequently collaborate with clients’ Israeli accountants and U.S. CPAs to coordinate financial, tax, and reporting strategies. This team-based approach ensures that your financial plan remains cohesive, compliant, and optimized across both countries.

Do you specialize in cross-border financial planning?

Yes. Cross-border financial planning is our core specialty. We focus on helping clients who have financial lives that span both Israel and the U.S., including tax coordination, retirement income planning, currency management, and investment strategies tailored to dual-country regulations.

How many clients do you have who are U.S. retirees living in Israel?

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