Our experienced team offers a family-office style approach to working with clients. We focus on serving select families, successful tech and biotech professionals and business owners. I help address their sophisticated needs and ambitious goals. Over the past decade, I helped create tailored wealth strategies for our clients as well as estate considerations and risk assessment. Working closely with clients' professional partners, CPAs and attorneys, we are helping our clients determine the most appropriate financial strategy for them and their families. We aim to help you achieve your financial goals, while bringing a level of customization and attention you are not likely to have ever encountered.
I believe It is important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals. We want you to feel understood, informed, in control and secure, so you can have the time and confidence to focus on what brings the most meaning to your life.
I am originally from Israel and have lived in Alameda, CA, for many years. I currently hold the CFP® certification, as well as the CRPS™ and AAMS™ designations. Since joining Edward Jones in 2009, I served in many leadership roles and currently serve as the performance leader in our region. In 2018, I became a limited partner with the firm.
For many years, I have been serving the broader Bay Area community as a board member for the Peralta Colleges Foundation and Rotary. I am also a part of the MIT AgeLab PLAN panel and a member of the World Economic Forum. In 2020, I attended the Forbes "What's Ahead" Top Advisors Summit.
Our branch office support team consists of Athena Paschal, Cinthya Olson and Glory Thomason. All have many years of experience in the financial industry. Together, we are dedicated to providing you with the highest level of service and care possible. But we're not alone! Thousands of professionals and advanced technology support our office to ensure you receive the most current and timely guidance. Working together, we can help you develop a tailored strategy to help you achieve your goals.
When I am not at my office, I enjoy the outdoors, mountain biking, scuba diving and surfing. Most importantly, I enjoy spending time with my wife, Edee, and my two daughters, Ella and Maya.
- Employee Stock Options
- Entrepreneurs & Business Owners
- Charitable Giving
- Intergenerational Planning
- Estate & Legacy Strategies
- Socially Conscious Investing
My Personal Interests
- Scuba Diving
- Mountain Biking
Phone NumberGuy Ben Ari at (510) 522-2009
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