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


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


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
Advising Businesses and families across borders and generations.


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