Roni Mor - Financial Planner

Specializes in financial planning and alternative investments in Israel and internationally. Certified as an international financial planner. And over 10 years of experience in the world of investments, both in the capital market and in alternative over-the-counter investments.

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Who are we?

Smart and proper financial planning is an essential part of creating financial strength and economic freedom now and in the future.

My goal is to carry out comprehensive financial planning for you, taking an in-depth and professional look at all the leading investment entities in Israel and around the world, as well as the various investment and savings products, with an emphasis on building a personal investment mix that is specifically suited to you and your financial goals.

I am committed to providing you with the best service, accompanying you throughout the process, and providing you with the highest quality professional support so that we can manage your property portfolio in the best possible way.

What can we do for you?

Alternative investments

Financial planning

Insurance policies

Managed savings

Pension consulting

Managed investment portfolios in Israel and internationally

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