Labinsky Financial offers personalized financial planning and investment services for the multi-national citizen living in Israel.
Why Labinsky Financial? Our clients choose to work with us because our name is synonymous with honesty, integrity, dedication and professionalism. And when you are entrusting your finances to someone, you want to feel confident that you are in honest and professional hands. As veteran Anglo Israelis we can advise you how to maximise your resources and live a financially solid life in Israel.
We specialize in investment management and consultations, retirement planning, financial planning and pre- and post-aliyah planning.
We offer investment management services and consultations to individuals and companies. Our clients range from the savvy and financially aware who don’t have the time to manage their investments, to those who suddenly become beneficiaries of substantial sums of money and need guidance regarding how best to manage their new funds. Our personalized service means that all our clients, irrespective of their knowledge and exposure to the financial world, feel comfortable and confident that their interests are being looked after, and their questions always answered.
Labinsky Financial also offers a comprehensive financial planning service. One of the key elements is retirement. We work with our clients to develop the retirement plan that will meet their requirements in Israel at the time they most need it. Our goal is to ensure that their golden years will be just that, so that they can sit back and relax. It’s important to understand what they can expect from both their income and projected future expenses in order to be assured that the will be able to retire comfortably. Whether you’re making Aliyah during retirement, just before retirement, or early on in your working career, your retirement plan is of crucial importance. Recognizing that significance – we can work with you to create your optimum retirement plan.
Baruch (Brent) Labinsky, CEO
Baruch (Brent) Labinsky, founder of Labinsky Financial, is an Investment Manager licensed by the Israel Securities Authority and Independent Financial Planner.
Over the last twenty years, Baruch has helped hundreds of families, individuals, and organizations create step by step financial plans to maximize and leverage their financial success.
Baruch is the author of the acclaimed book, “A Financial Guide to Aliyah and Life in Israel”. Written for both the layperson and the professional, this guide has helped countless potential and veteran olim demystify and simplify the many confusing and varied financial aspects of living in Israel.
Known for his ability to break down complex financial problems into easily understood solutions, Baruch has become the point-man for many
Olim and their financial issues. Aliyah organizations regularly invite him to lecture in Israel and around the world on financial management in Israel, home finances and investments, and many other related topics.
Baruch is an MBA Honors graduate in Finance from the Schulich School of Business in Toronto (ranked consistently as one of the top business schools in
the world). He is a member of the Society of Trust and Estate Practitioners (STEP) and is a Registered Trust and Estate Practitioner (TEP).
Baruch and his wife Tammy moved to Israel in 1993.
Shmuel (Heath) Eliwatt, Senior Investor Relations
Shmuel (Heath) Eliwatt recently joined the team at Labinsky Financial as Senior Investor Relations Manager.
After earning his B.A. in Organizational Communications from Rutgers University, he began his career at Arthur Anderson LLP as a business process and technology implementation consultant. A career entrepreneur and investor, Shmuel was the founder and CEO of ZAHAVA Communications, a telecommunications consulting company servicing North America.
Known for his business acumen and engaging personality, Shmuel is a valuable resource for Labinsky Financial’s growing clientele.
He made aliyah with his family in 2008 from Passaic, New Jersey and currently resides in Ramat Beit Shemesh with his wife and 6 children.
Shmuel can be reached at email@example.com
Yaakov Ehrenkranz, Associate
Yaakov Erenkranz is the new Associate at Labinsky Financial.
With a BA in Economics from Yeshiva University, Yaakov has been investing and trading in various financial markets since the late 1990s. He began trading full time in July 2012 and has been managing client money as a commodities’ trading advisor since 2014. Yaakov is training to be an accredited investment manager licensed by the Israel Securities Authority.
He lives in Ramat Beit Shemesh having made Aliyah with his family in 2014.
Yaakov can be reached at firstname.lastname@example.org
Zahava Friedman, Office Manager
Zahava ensures the smooth running of the Labinsky Financial office – from answering initial inquiries to implementing appropriate follow up. Zahava’s very efficient system ensures that our clients all receive continuing attention, and are assured of quick response to any query they may have. Zahava can be contacted at email@example.com.
Tammy Labinsky, Billings
Tammy is responsible for all the invoicing and billing related to the Labinsky Financial offices. Her professionalism ensures the highly efficient running of this department. Tammy can be found at firstname.lastname@example.org.
Shelley Kitsberg, Special Projects
Shelley deals with the marketing elements of Labinsky Financial. Her responsibilities include maintaining the website and managing social media, print media and print collateral. Shelley can be reached at email@example.com.