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Comprehensive Financial Planning to Safeguard Your Financial Future in Israel

Where do you want to be financially in 20 years in Israel?

At Green Peak Advisors our certified financial planners specialize in financial planning for Olim.

Are you as focused on your financial health as your physical health?

Do you know what your investments abroad and in Israel are doing?

Have you created a roadmap to reaching your financial goals?

We first listen to your needs and then create a holistic financial plan that sets you up for financial success in Israel.

Talk to us about Holistic Financial Planning

Do you know what your money abroad and in Israel are doing?

Do you know what savings, insurance policies and pensions you have? Many people don’t, and they miss the opportunity to plan a secure financial future.

Talk to us about your financial future

Where do you want to be financially in 20 years in Israel?

At Green Peak Advisors our certified financial planners specialize in financial planning for Olim.

Are you as focused on your financial health as your physical health?

Do you know what your investments abroad and in Israel are doing?

Have you created a roadmap to reaching your financial goals?

We first listen to your needs and then create a holistic financial plan that sets you up for financial success in Israel.

Talk to us about creating a tailor-made holistic financial plan to secure your financial future in Israel.

Do you know what your money abroad and in Israel are doing?

Do you know what savings, insurance policies and pensions you have? Many people don’t, and they miss the opportunity to plan a secure financial future.

Talk to us about your financial future

Image of Aahron Frolich Green Peak Advisors - Financial Planning

Meet Aaron.
A Certified Financial Planner

An experienced portfolio manager and licensed Investment Advisor, Aaron Frolich wants to help individuals and families to actualize their dreams through goal-driven financial planning.

As a CFP® Professional, licensed Investment Advisor with the Israel Securities Authority, and Series 65-qualified adviser, Aaron combines expertise in both the Israeli and U.S. financial systems. As an American expatriate who speaks your language, he can help guide your family toward long-term financial security.

Image of Aahron Frolich Green Peak Advisors - Financial Planning

Meet Aaron.
A Certified Financial Planner

An experienced portfolio manager and licensed Investment Advisor, Aaron Frolich wants to help individuals and families to actualize their dreams through goal-driven financial planning.

As a CFP® Professional, licensed Investment Advisor with the Israel Securities Authority, and Series 65-qualified adviser, Aaron combines expertise in both the Israeli and U.S. financial systems. As an American expatriate who speaks your language, he can help guide your family toward long-term financial security.

"I recently had a windfall from the hi-tech company I work for. I knew that I ought to invest it for long-term growth, but had no idea where to begin. Aaron helped me understand what my risk-tolerance is and built a personalized portfolio for me. It couldn't have been easier, and he patiently explained anything I didn't understand. The portfolio has performed as expected, and I've since made back in gains many times what I paid him!"
I.C., Tzur Hadassah
"Aaron guided us as to our options as American citizens living in Israel and presented us with a number of options to diversify our investments, taking into consideration both shekel and dollar. He did a full work-up of our assets and our financial goals and spent a lot of time explaining the different options available to us. We finally feel that we are taking charge of our assets and hope to look back in 40-50-60 years and thank ourselves (and Aaron) for the work we did today."
A.N.K., Rechovot
“Aaron immediately understood what type of consultancy I needed. He broke my options down for me, explaining every step and clarifying terms I was unfamiliar with. He put together a proposal for me and we went over it carefully. Aaron was extremely transparent about everything. Now that I am implementing the financial plan he put together for me, he still checks in with me to keep me on track! I would highly recommend Aaron and Green Peak Advisors!”
D.S., JerusalemCEO
Building a proper plan for my financial future was something I had always pushed off. Aaron helped me quickly build a plan and implement it, which gives me confidence for the future. I highly recommend Green Peak Advisors to anyone starting their financial planning journey and specifically for olim who need to figure out a whole new financial system.
J.F., Ramat GanCEO
If you look for an experienced and trustworthy financial advisor, go no further. Aaron is not only a top professional, but cares deeply about your financial health in the short, medium, and long-term. His clarity about how finances should support life goals, and his patience in explaining it, enabled me to make wise decisions. He is fully committed from analysis to implementation and beyond. In Aaron, I found much more than an excellent one-stop financial service. I now have a professional and experienced partner, a real “mensch”, that helps me ensure the financial wellbeing of my family. He is now also guiding and setting up my daughter and husband, a young couple recently married, for their successful financial future.
G.A.G., JerusalemCEO
Myself and my husband have thoroughly enjoyed working with Aaron. We wanted to set up serious long term savings plans however Aaron helped us with so much more than that. He worked with us to discuss our financial goals and all parts of our finances. Aaron is great to work with and we were really happy that he was able to converse with us in English and Hebrew so that both my husband and myself could understand everything 100%. Moving forward, I feel a lot more confident of our future knowing that our finances are set up in the optimum way.
R.H.M., Givat ShmuelCEO
I came to Aaron seeking guidance specifically on how to manage my investments, taking into account my status as a US taxpayer. He came in and has exceeded my expectations both in terms of service and professional guidance. He not only advised on the investment end, but also leveraged his own network of professionals to help my business. His professionalism, expertise, and commitment to his clients is truly exceptional, and I feel fortunate to have had the opportunity to work with him.
M.B., Tel AvivCEO
I recently consulted with Aaron regarding my finances and pension plan and am very satisfied with the outcome. Aaron showed the utmost professionalism, was very organized, concise and knowledgable throughout the whole process, and provided clear and guided action plans that will hopefully generate the best results. It was a real pleasure working with Aaron on this project. I highly recommend Green Peak Advisors to anyone looking for financial guidance and advice.
H.K., Tel AvivCEO
As we reached our mid-50s and our children had mostly left the house, we decided to focus more attention on our finances and long-term savings for our retirement. We were looking for a financial advisor who could work effectively with people like us who do not have a very large portfolio (at least not yet!). Aaron met with us and went over our pensions, insurance policies, and savings to make sure everything was optimized, and then helped us develop a short- and long-term investment strategy to help us grow our portfolio and meet our goals. We found him to be pleasant to work with and very resourceful!
A.M.H., Alon ShevutCEO
Dear Aaron, I just wanted to let you know how much I appreciated your prompt, professional and through service you provided me. You went above and beyond my original request to help me understand and a hold on where my various pension funds are and what my options are related to my imminent retirement. You actually researched all of my outstanding insurance policies and discussed with me various areas that perhaps I should consider. More importantly, although you offered a number of options as to how to proceed, both with the pension issue, as well other areas, you placed no pressure on me to implement any particular one. I wish you much success and will definitely be in touch as more advice will become necessary. Thank you, again.
R.L., Old City JerusalemCEO
Dealing with savings was something I had always put off because I never had what I felt was "enough money" to make it worthwhile. Aaron helped make a plan for what there was, instead of waiting for what there might one day be. I am comfortable with the options presented and the decisions made and look forward to having my money work a little harder for me, instead of the other way around.
M.R., Maale AdumimCEO
We are very satisfied with the work that Aaron did for us. He provided a thorough bedikat tik which brought together all our accounts, loans, pensions etc. He then listened to our goals and needs as a family of 5 and over the course of more than one year has helped us in buying an investment property, paying down loans and creating a retirement plan. He also provided us with a simple yet detailed investment strategy that we could execute ourselves or through a managed account with him. We opted to do it ourselves and he hasn't stopped checking up to see how things are going. The service was worth every penny. We feel secure with our choices and we know how much we need to make/save/invest in order to retire and meet our goals.
J.L., Yehud
Financial planning is something that does not come naturally to me and is fraught with worries and anxiety. Aaron helped me articulate my current situation, zoom out, see the full financial picture, and then to make a specific plan with quantifiable goals for the future. I feel like I have a solid view of where I stand and where I'm going, which is invaluable as I move forward.
C.L.D., Rechovot
Hi Aaron,
After leaving an Israeli employer recently, I sought a CFP and investment advisor (as opposed to an Israeli insurance agent) with a balance of knowledge related to both US concerns like taxes and Social Security, together with local capital market and Israeli pension considerations. Aaron fits that space perfectly. He expertly helped me to view the entire picture of how my retirement could play out, and the underlying principles that would ensure me the maximum level of savings and benefits. He shared with me a useful chart of assets and future income so that I could see how I can bridge the years before my full retirement. This advice included critical information about how much I will need to earn, or spend from my savings, in each year of the interim period, until I reach the stage of receiving full pension and SS benefits.
I was happy that Aaron agreed to work directly with my former employer, who thankfully paid for his services. He was very professional and pleasant to work with, even contacting colleagues and associates to help me answer some unusual questions. Aaron even contacted me after our formal sessions were completed, and updated me about some lesser known investment strategies, should I be interested.
Z.H., Jerusalem
Aaron helped us organize our finances and plan for a secure future for ourselves and our children. We are dual citizens in our 40s, with dollar and shekel assets and incomes. Aaron helped us consolidate our accounts, craft an investment plan, and maximize our benefits. Aaron patiently gave us the insight we needed, while working efficiently and thoroughly on our plan. He was always available and a pleasure to speak with. We feel confident and excited about our plan, and most importantly, we now understand that with proper guidance, our goals are within reach. We highly recommend Aaron!
N. E. M. - Bet Shemesh
Here’s my very brief recommendation of you (I could go on and on 😉):

As a senior citizen with little knowledge of investing, I wasn’t sure who I could trust to help me formulate a plan to protect and grow my money. After receiving a recommendation for Aaron, I contacted him and he immediately put me at ease with his knowledge and professionalism. After assessing my goals and risk level, he formulated a strategy and helped me implement it. I highly recommend him to anyone looking for a knowledgeable and thoughtful financial planner to protect their present and safeguard their future.
E.B., Bet Shemesh

If you are busy and successful, you may be neglecting your finances.

If you don’t read every Hebrew document, you may be paying too much or earning too little.

It’s likely that your finances in Israel and abroad are not fully optimized!

Green Peak Advisors can help you understand where you stand today, and how to plan for a secure financial future.

"I recently had a windfall from the hi-tech company I work for. I knew that I ought to invest it for long-term growth, but had no idea where to begin. Aaron helped me understand what my risk-tolerance is and built a personalized portfolio for me. It couldn't have been easier, and he patiently explained anything I didn't understand. The portfolio has performed as expected, and I've since made back in gains many times what I paid him!"
I.C., Tzur Hadassah
"Aaron guided us as to our options as American citizens living in Israel and presented us with a number of options to diversify our investments, taking into consideration both shekel and dollar. He did a full work-up of our assets and our financial goals and spent a lot of time explaining the different options available to us. We finally feel that we are taking charge of our assets and hope to look back in 40-50-60 years and thank ourselves (and Aaron) for the work we did today."
A.N.K., Rechovot
“Aaron immediately understood what type of consultancy I needed. He broke my options down for me, explaining every step and clarifying terms I was unfamiliar with. He put together a proposal for me and we went over it carefully. Aaron was extremely transparent about everything. Now that I am implementing the financial plan he put together for me, he still checks in with me to keep me on track! I would highly recommend Aaron and Green Peak Advisors!”
D.S., JerusalemCEO
Building a proper plan for my financial future was something I had always pushed off. Aaron helped me quickly build a plan and implement it, which gives me confidence for the future. I highly recommend Green Peak Advisors to anyone starting their financial planning journey and specifically for olim who need to figure out a whole new financial system.
J.F., Ramat GanCEO
If you look for an experienced and trustworthy financial advisor, go no further. Aaron is not only a top professional, but cares deeply about your financial health in the short, medium, and long-term. His clarity about how finances should support life goals, and his patience in explaining it, enabled me to make wise decisions. He is fully committed from analysis to implementation and beyond. In Aaron, I found much more than an excellent one-stop financial service. I now have a professional and experienced partner, a real “mensch”, that helps me ensure the financial wellbeing of my family. He is now also guiding and setting up my daughter and husband, a young couple recently married, for their successful financial future.
G.A.G., JerusalemCEO
Myself and my husband have thoroughly enjoyed working with Aaron. We wanted to set up serious long term savings plans however Aaron helped us with so much more than that. He worked with us to discuss our financial goals and all parts of our finances. Aaron is great to work with and we were really happy that he was able to converse with us in English and Hebrew so that both my husband and myself could understand everything 100%. Moving forward, I feel a lot more confident of our future knowing that our finances are set up in the optimum way.
R.H.M., Givat ShmuelCEO
I came to Aaron seeking guidance specifically on how to manage my investments, taking into account my status as a US taxpayer. He came in and has exceeded my expectations both in terms of service and professional guidance. He not only advised on the investment end, but also leveraged his own network of professionals to help my business. His professionalism, expertise, and commitment to his clients is truly exceptional, and I feel fortunate to have had the opportunity to work with him.
M.B., Tel AvivCEO
I recently consulted with Aaron regarding my finances and pension plan and am very satisfied with the outcome. Aaron showed the utmost professionalism, was very organized, concise and knowledgable throughout the whole process, and provided clear and guided action plans that will hopefully generate the best results. It was a real pleasure working with Aaron on this project. I highly recommend Green Peak Advisors to anyone looking for financial guidance and advice.
H.K., Tel AvivCEO
As we reached our mid-50s and our children had mostly left the house, we decided to focus more attention on our finances and long-term savings for our retirement. We were looking for a financial advisor who could work effectively with people like us who do not have a very large portfolio (at least not yet!). Aaron met with us and went over our pensions, insurance policies, and savings to make sure everything was optimized, and then helped us develop a short- and long-term investment strategy to help us grow our portfolio and meet our goals. We found him to be pleasant to work with and very resourceful!
A.M.H., Alon ShevutCEO
Dear Aaron, I just wanted to let you know how much I appreciated your prompt, professional and through service you provided me. You went above and beyond my original request to help me understand and a hold on where my various pension funds are and what my options are related to my imminent retirement. You actually researched all of my outstanding insurance policies and discussed with me various areas that perhaps I should consider. More importantly, although you offered a number of options as to how to proceed, both with the pension issue, as well other areas, you placed no pressure on me to implement any particular one. I wish you much success and will definitely be in touch as more advice will become necessary. Thank you, again.
R.L., Old City JerusalemCEO
Dealing with savings was something I had always put off because I never had what I felt was "enough money" to make it worthwhile. Aaron helped make a plan for what there was, instead of waiting for what there might one day be. I am comfortable with the options presented and the decisions made and look forward to having my money work a little harder for me, instead of the other way around.
M.R., Maale AdumimCEO
We are very satisfied with the work that Aaron did for us. He provided a thorough bedikat tik which brought together all our accounts, loans, pensions etc. He then listened to our goals and needs as a family of 5 and over the course of more than one year has helped us in buying an investment property, paying down loans and creating a retirement plan. He also provided us with a simple yet detailed investment strategy that we could execute ourselves or through a managed account with him. We opted to do it ourselves and he hasn't stopped checking up to see how things are going. The service was worth every penny. We feel secure with our choices and we know how much we need to make/save/invest in order to retire and meet our goals.
J.L., Yehud
Financial planning is something that does not come naturally to me and is fraught with worries and anxiety. Aaron helped me articulate my current situation, zoom out, see the full financial picture, and then to make a specific plan with quantifiable goals for the future. I feel like I have a solid view of where I stand and where I'm going, which is invaluable as I move forward.
C.L.D., Rechovot
Hi Aaron,
After leaving an Israeli employer recently, I sought a CFP and investment advisor (as opposed to an Israeli insurance agent) with a balance of knowledge related to both US concerns like taxes and Social Security, together with local capital market and Israeli pension considerations. Aaron fits that space perfectly. He expertly helped me to view the entire picture of how my retirement could play out, and the underlying principles that would ensure me the maximum level of savings and benefits. He shared with me a useful chart of assets and future income so that I could see how I can bridge the years before my full retirement. This advice included critical information about how much I will need to earn, or spend from my savings, in each year of the interim period, until I reach the stage of receiving full pension and SS benefits.
I was happy that Aaron agreed to work directly with my former employer, who thankfully paid for his services. He was very professional and pleasant to work with, even contacting colleagues and associates to help me answer some unusual questions. Aaron even contacted me after our formal sessions were completed, and updated me about some lesser known investment strategies, should I be interested.
Z.H., Jerusalem
Aaron helped us organize our finances and plan for a secure future for ourselves and our children. We are dual citizens in our 40s, with dollar and shekel assets and incomes. Aaron helped us consolidate our accounts, craft an investment plan, and maximize our benefits. Aaron patiently gave us the insight we needed, while working efficiently and thoroughly on our plan. He was always available and a pleasure to speak with. We feel confident and excited about our plan, and most importantly, we now understand that with proper guidance, our goals are within reach. We highly recommend Aaron!
N. E. M. - Bet Shemesh
Here’s my very brief recommendation of you (I could go on and on 😉):

As a senior citizen with little knowledge of investing, I wasn’t sure who I could trust to help me formulate a plan to protect and grow my money. After receiving a recommendation for Aaron, I contacted him and he immediately put me at ease with his knowledge and professionalism. After assessing my goals and risk level, he formulated a strategy and helped me implement it. I highly recommend him to anyone looking for a knowledgeable and thoughtful financial planner to protect their present and safeguard their future.
E.B., Bet Shemesh

If you are busy and successful, you may be neglecting your finances.

If you don’t read every Hebrew document, you may be paying too much or earning too little.

It’s likely that your finances in Israel and abroad are not fully optimized!

Green Peak Advisors can help you understand where you stand today, and how to plan for a secure financial future.

search1

Financial Check-Up for Olim

We tackle that overwhelming mountain of incomprehensible paperwork that you have been ignoring and produce a neat summary of all your assets in English.
I need your help!

Holistic Financial Planning

We get to know you and then set your family’s short to long-term financial goals in Israel. Through the holistic financial planning we make complex financial matters simple, filter out the noise, and provide you with clear direction for your financial future in Israel.
Let’s do it!

Investment Advisory
in Israel

As a one-stop-shop, Green Peak in partnership with Equilibrium Wealth can plan and create high-performing investment portfolios to suit the requirements of Olim in Israel. Our investment advisory includes tax compliance for Israel, the U.S. as well as other jurisdictions.
I'm interested!

Retirement
Planning

You have dreams and aspirations as well as financial commitments. By making the right decisions now, you can provide for a secure and fulfilling retirement.
Show me how!

We tackle that overwhelming mountain of incomprehensible paperwork that you have been ignoring and produce a neat summary of all your assets in English.

I need your help!

We get to know you and then set your family’s short to long-term financial goals in Israel. Through the holistic financial planning we make complex financial matters simple, filter out the noise, and provide you with clear direction for your financial future in Israel.

Let’s do it!

As a one-stop-shop, Green Peak can plan and create high-performing investment portfolios to suit the requirements of Olim in Israel. Our investment management advisory includes tax compliance for Israel, the U.S. as well as other jurisdictions.

I’m interested!

You have dreams and aspirations as well as financial commitments. By making the right decisions now, you can provide for a secure and fulfilling retirement.

Show me how!

“If You Fail to Plan, You
Are Planning to Fail”

BENJAMIN FRANKLIN

Do you have piles of financial paperwork that you don’t fully understand?

Consulting with Green Peak’s financial planning experts could save you serious money, paving the way to a secure retirement and ensuring a better financial future for your family.

Take the first step toward long-term financial security.

Call us now!

Green Peak Advisors Helps Olim Navigate the Israel Financial System

We understand how moving to Israel brings with it certain challenges for Olim. Having made Aliyah over 20 years ago, I understand the frustration that comes from not understanding the language, cultural differences, foreign banking practices, and a different insurance system.

Our goal at Green Peak Advisors is to ease your transition into the country and be your trusted advisor who you can reach out to on any topic that relates to your financial wellness – financial planning, investment advisory, or retirement planning. We want your Aliyah experience to be a positive one and we work to eliminate as much of the undo stress as possible.

Financial Planning for Olim in Israel

At Green Peak Advisors, we aim to help Olim and English-speaking expats navigate the financial planning process. Our methodology both simplifies the overall process and ensures that you reach financial security in Israel. We take you step by step from understanding your entire financial picture to helping you identify your short to long-term goals and then creating an executable financial plan that is customized to your needs in Israel.

Together, we help you implement this plan, and provide you with the knowledge, support, and tools to set yourselves up for financial success. You have the benefit of working with experts who have local Israeli professional knowledge and experience with cross-border financial matters. Green Peak is proud to help its clients have a successful and positive Aliyah experience.

Investment Management and Advisory for Olim in Israel

Part of investment advisory is providing personalized financial advice and guidance to help clients make informed investment decisions and achieve their financial goals. You will be working with a Licensed Investment Advisor and Qualified Certified Financial Planner Professionals.

Our tailored approach starts with listening to our client’s goals and then helping them to create a plan to achieve them. We specialize in working with Olim and English-speaking expatriates to create a tailored approach to investing that reflects their unique needs and circumstances. Green Peaks investment advisory services help Olim navigate the Israel financial industry in their native English with a client-centered focus and with an American style of customer service.

Retirement Planning for Olim in Israel

Retirement planning can be complicated in general and even more so if you are moving from one country to another. Understanding how to manage investments in multiple jurisdictions and the tax ramifications that come with making long-term decisions can be overwhelming.

Green Peak Advisors will work with you to formulate a comprehensive plan that aligns with your retirement goals and aspirations. We will devise a strategy to optimize your savings, manage cash, minimize tax liabilities, manage risks, and ensure that your investments are positioned to provide you with the income you actually need while also considering your desires to leave a legacy for future generations.

At Green Peak Advisors, we help English-speaking Olim navigate the complexities of retirement planning within a different financial system in Israel. We offer an end-to-end service that covers creating a goal-driven retirement plan and its implementation with appropriate investment solutions.