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Itamar Erster
Business Name:
Itamar Erster; Wealth Management & Advisory
Business Description:
My primary goal is to get to know you along with what is most important to you. With that understanding, I can ask insightful questions, listen attentively, and gain a comprehensive understanding of your current financial situation as well as your future aspirations. I'll collaborate with you to create & execute a customized plan aimed at helping you and your family achieve your financial objectives while mitigating risk along the way. Using a disciplined approach, I believe that we can transform your goals into your reality.
Contact Information
Phone
858-677-1306
Email
LinkedIn
Skills
- Financial Management
- Retirement Planning
- Goals Based Asset Management
- Personal Budget Guidance
- Estate Planning
- Tax-Efficient Strategies
- Social Security Analysis
- College Planning & Savings Strategies
- Life & Long-Term Care Insurance Analysis
- Leadership
- Accountability
- Communication
- Empathy
Interests
- Sports
- Travel
- Financial Literacy
- Quality Time with Family
- Outdoors
- Animals
- Philanthropy
Experience
- Providing Financial Services since 2018
Languages
- English
- Hebrew