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.
Yaakov Ehrenkranz, Senior Associate
Yaakov Ehrenkranz, Financial Advisor, specializes in financial planning – helping new and veteran olim adjust to the financial reality in Israel, offering advice to help them achieve financial stability.
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. He lives in Ramat Beit Shemesh having made Aliyah with his family in 2014.
Yaakov can be reached at email@example.com
Ariel Gold, Licensed Portfolio Manager, Financial Planner
Ariel is a licensed Portfolio Manager with a degree in business, economics and finance. Born in Israel and fully bi-lingual, Ariel offers consultations to our clients, using his expertise to provide basic planning and investing guidance, specializing in advising beginners and our younger clientele.
This service is particularly valuable as those who set themselves up with a financial plan and a savings strategy when young, benefit from increased financial stability when older.
Ariel can be reached at firstname.lastname@example.org
Susan Hoffman, Office Manager
As office manager, Susan’s primary task is to ensure that all clients receive the top level help and attention that Labinsky Financial prides itself on. Additionally, she provides office support to the staff. Both clients and staff benefit from the vast experience that Susan gained from working for Lema’an Achai and World Mizrahi.
Leah Kaplan, Special Projects
One of the gifts Leah received for her Bat Mitzvah was her very own bank account. Since then she has reached many financial milestones, and working at Labinsky Financial is the latest endeavor that benefits her financial well being and growth.
Leah helps keep the office workflow running smoothly, supporting both clients and staff. She helps develop brand strategy and implements projects and systems that are the vehicles helping to carry the company vision into reality for our clients.
Leah can be reached at email@example.com
Meira Harkavy, Graphic Designer and Office Support
Meira was financially schooled from a young age and has a healthy outlook and relationship with money management. Her positive attitude comes across when she assists both clients and staff. Besides her office responsibilities, Meira has designed and built our Financial Guide to Aliyah website. She handles all of our graphic design needs as well as the office bookkeeping.
Meira can be reached at firstname.lastname@example.org.
Shelley Kitsberg, Marketing
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.
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.