CA Insurance License #0J01377
Ari brings a wealth of experience and a deep-rooted passion for helping clients secure their financial futures. As a second-generation financial professional, he has spent the past decade dedicated to supporting first responders in achieving financial security and peace of mind. By understanding their unique challenges, he empowers them to navigate their financial journey with confidence, ensuring they’re prepared to protect their families and secure their futures.
Ari holds a Juris Doctor from Penn State University’s Dickinson School of Law, as well as undergraduate degrees from the University of Southern California.
Beyond his professional expertise, Ari is a firm believer in the importance of family and the value of everyday life. His approach to financial planning is grounded in building lasting relationships, listening to each client’s specific needs, and partnering with them to create the future they envision. His mission is to provide personalized solutions that not only address immediate financial goals but also foster long-term prosperity and peace of mind.
2999 Douglas Blvd., Suite 350
Roseville, CA 95661