The Service Financial Planning (F.P) Ltd
Financial Services - Herzliya, Tel Aviv District, Israel
The Service Financial Planning (F.P) Ltd Employees
The Service Financial Planning (F.P) Ltd Senior Management
The Service Financial Planning (F.P) Ltd Details
Founded in 2012, we are the first and the largest fee-only financial planning practice in Israel. As fee-only financial planners, our revenues derive solely from our clients, thus minimizing potential conflicts associated with commissions or proprietary products. Our wealth management (comprehensive financial planning) service provides our clients with a complete evaluation of their financial resources, personal risk tolerance and capital need requirements. We identify, quantify, and prioritize our client's personal and financial goals, and then allocate their assets in order to match needs. We also offer assistance in areas such as estate planning, insurance planning, tax planning and all other areas of finance.Our professional staff comes from a wide array of backgrounds in the financial services industry, with decades of industry experience. All of our planners are licensed both by the Israeli Securities Authority for investments and by the Ministry of Finance for pensions. Additionally, most of our planners hold the internationally recognized Certified Financial Planner (CFP) designation.
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