As a investment analyst with 21 years of professional experience, I offer comprehensive financial services to help individuals and businesses achieve their financial goals. My approach combines analytical expertise with personalized strategies tailored to your specific needs and long-term objectives.
Entity Type (Individual or Business)
Individual
Based In
Tel Aviv, Israel
Language Proficiency
Hindi, Italian
Years of Experience
21
Education
Bachelor's in Economics, University of Chicago
Skills
Financial modeling, QuickBooks, Excel, data analysis, financial forecasting, strategic planning
Expertise
Financial analysis, business strategy, tax planning, investment management, risk assessment
Licensure
State Licensed; License #192217
Experience
21+ years providing financial guidance to nonprofits, with expertise in cash flow optimization.
Certifications
Board Certified
Awards
Excellence in Customer Service Recognition
Insurance
Professional indemnity insurance in place
Accepted Payment Methods
Cash, Credit Card, Bank Transfer
Insurances Accepted
Self-pay only
Financing Options
Flexible payment plans available for qualifying projects
Service Areas
All Services & Prices
Starting at ILS
2600
Financial Strategy Consultation
Price: ILS
2600
Comprehensive analysis and strategic planning for optimizing your financial position.
Business Plan Development
Price: ILS
3250
Detailed business plans with financial projections and market analysis for startups or growth.
Ongoing Financial Advisory
Price: ILS
115 per
hour
Regular consultation and advisory services for continued financial optimization.
Media
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Frequently Asked Questions
What is your typical turnaround time?
Turnaround time varies based on project complexity. Simple projects typically take 1-2 weeks, while more comprehensive work may take 4-6 weeks. I always discuss timelines upfront and keep you updated on progress.
How do you charge for your services?
I offer several pricing models including fixed project rates, hourly billing, and retainer options. The most appropriate model depends on your project scope and requirements. I provide transparent quotes with no hidden fees.
What information do you need to get started?
To get started, I'll need information about your goals, target audience, timeline, budget, and any existing materials or examples you admire. The more detailed information you provide, the better I can meet your expectations.