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portrait of Guy Ben Ari
FINANCIAL ADVISOR

Guy Ben Ari

CFP®, AAMS™, CRPS™
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Employee Stock Options
  • Socially Conscious Investing
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Volunteering
  • Scuba Diving
  • Surfing
  • Mountain Biking
  • Traveling

Team Members

  • Glory Thomason
    Sr. Branch Office Administrator
  • Athena Paschal
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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