Wealth Managers

Wealth Managers
Updated June 2022

Name and Address	Contact Information	Comments
Philip Braude AICPA (US), FCCA (UK), Personal Financial Planner (US), Chartered Fellow – Chartered Institute for Securities & Investments (UK), European Financial Advisor (EFA), Trust & Estate Practitioner, Investment Marketer licensed by Israel Securities Authority	Tel : 02-992 1519 pbraude@anglocapital.com www.braudewealth.com	Wealth manager licensed by the Israel Securities Authority. 20+ years professional experience in Israel. International estate planning experts. US compliance portfolios for Americans in Israel. Restructuring pre 10 year post-aliya tax exemption expiry. NIS / $ / £ portfolios qualifying for 10 year post-aliya tax exemption. Contact us for a no-cost no-obligation initial consultation
Doug Goldstein, CFP Securities offered through Portfolio Resources Group INC. member of FINRA, SIPC, MSRB, FSI	Tel: 02-624 2788 doug@profile-financial.com www.profile-financial.com	We help you with stocks, bonds, mutual funds and more. Licensed in both U.S. and Israel.
FRN Financial Resource Network Ltd.	Tel: 02-622 3065 info@IsReNet.com www.FRNisrael.com	Advising Businesses and families across borders and generations.