David Mizrahi

David has been an advisor since a young age. He approaches his clients with the objective of making them lifetime clients and to equip them to achieve their short, medium, and long-term financial goals. His entrepreneurial spirit and protective nature have naturally led him to delve deeper into two areas in his practice, namely family protection and wealth transfer to future generations. His many years of experience has given him a solid track record in wealth management and a nuanced expertise with high net worth clients. He shares his human values and passion for financial strategies with his daughter Sarah-Olivia, who works in the same firm.