Wealth & Investments
Green Peak Advisors (Aaron Frolich)
US + Israel, both sidesCross-border investment (US-compliant)
Custom investment portfolio management for US-taxpayer olim, building portfolios that are tax-efficient in Israel and US-compliant, and coordinating with Israeli tax and pension experts.
- Where
- Modiin, Nationwide
- Credentials
- CFP, US Series 65, Israel Securities Authority licensed
Contact
Dual US (Series 65) and Israel Securities Authority licensing, explicitly PFIC-aware.
What people say
Community mention index
Little public trace- 6 google reviews
We found little public discussion of this provider. That is a statement about their online footprint, not about their work: many excellent professionals here are quiet online.
as of 2026-08-14
This listing shows verified facts only. Community standing opens as verified olim vouch with receipts, a real, documented outcome, reviewed and signed off before it posts. Nothing here is invented.
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