Our Team
Ayelet Bar-On
VP Operations
Tomy Kovalis
Founder & Chairman
Advice Group
Daniella Beigel
VP Operations & HR
Avi Elishakov
CFO
Or Cohen Falach
Operations Coordinator
Ohad Bauer
Senior Financial Planner
Ofir Hemo
Finance & Insurance
Specialist
Avi sela
Financial Planner
Inna Berkowitz
Customer Success
Eyal Rozenvaser
IT
Eyal Dahari
Senior Financial Planner
Aya Levi
Operations Coordinator
Erel Fridman
Customer Success Broker
Itay Simhi
Senior Account Manager
Itzik Gindi
Strategic Partner WISE
ADVICE
Itzik Aviv
Senior Financial Planner
Daria Dagan
Customer Success
Daniela Halevi
Senior Operation
Coordinator
Dudu Malki
Financial Planner
Eti Cohen
Financial Planner
Tal Sela
Senior Financial Planner
H.Uzan
Strategic Partner & Co
Founder
WISE Advice
Ziv Kesler
Strategic Partner,
Financial Planner
Hila Revivo
Administration
Lior Blomenfeld
Operations Coordinator
Yaniv Levi
Retirement Income & Tax
Specialist
Yuli Elias
Founder RISE ADVICE
Yana Lezerzon
Finance Operations
Niv Sargarof
Project Manager
Meny Nissim
Financial Planner
Meni Elbaz
Strategic Partner,
Financial Planner
Liz Azaria
Financial Planner
Oz Ben Dor
Financial Planner
Oded Siman Tov
Financial Planner
Eden Harari
Director of Service &
Operations
Nomi Weiden
Bookkeeper
Rotem Leibovitz
Finance Operations
Ron Biron
Senior Account Manager
Ofer Dori
Strategic Partner,
Financial Planner
Yuval Twito
Operations Coordinator
Sharon Zehavi
Senior Financial Planner
Shelly Jehezkel
Middle Office
Shira Jacobs
Finance Operations
Sagi Kurtz
Senior Financial Planner
Shimon Izhaki
Senior Financial Planner
Tom Ziv
Senior Financial Planner
Our Subsidiaries
Our Partners
