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Green Peak Advisors

Aaron@3x

Aaron Frolich is an experienced portfolio manager, licensed investment advisor with the Israeli Securities Authority and Certified Financial Planner who helps individuals and families to actualize their dreams through goal-driven financial planning.

“I am passionate about encouraging my clients to visualize their future and helping them to plan for their long-term financial security.”

Aaron was raised in Cleveland, Ohio, and moved to Israel at the age of 18. He has more than 14 years of capital markets experience in Israel, where he worked as an investment analyst and portfolio manager for some of Israel’s leading financial institutions. Aaron held a Portfolio Manager License from the Israel Securities Authority and he was responsible for managing over $200 million of assets for private and institutional clients. He is experienced in managing both globally diversified and locally invested portfolios, and he has a consistent track record of exceeding benchmark returns.  Aaron currently holds an Investment Advisory License with the ISA.

Aaron decided to broaden the scope of his professional knowledge and qualify as a Certified Financial Planner (CFP).  With a lack of  English speaking Certified Financial Planners in Israel, Aaron recognized how underserved the Anglo/olim population was and opened his own financial advisory and consulting firm – Green Peak Advisors – at the end of 2020.  Together with his team of professional advisors, he provides a holistic financial planning service to private clients, families, and high net worth individuals.

See Aaron’s CFP® Certificationfor global excellence in financial planning from the Financial Planning Standards Board Ltd. in Israel

At Green Peak, we start by getting to know you and understanding your goals.

“Because I speak your language and share your world view, I can answer all your questions and help you to plan for the future.”

Financial Consultancy

As an American expatriate in Israel, Aaron Frolich is uniquely qualified to guide American taxpayers through the complex regulations that apply to US citizens in Israel, and the various financial solutions that may or may not suit their needs. As a licensed Investment Advisor, Aaron can provide practical solutions for his clients including advising on risk management, portfolio construction and management, investment strategies and retirement planning to suit each family member.

“Wealth is a means to an end, not the end itself.”

JOHN GALSWORTHY