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Specialties
I'm an Israeli and a US citizen since 2007 (I believe).
Married to Sara (who was born and raised in Carmel, Indiana and lived in Israel for 10 years, where I've met her. I have a 18 years old daughter named Danielle whom I'm very proud of and a dog names Lila. I used to be an attorney in Israel, but didn't like it. Finding this career was a blessing, since I've found I'm really good with numbers, planning and people and I'm enjoying it tremendously. I love studying and this career allows me to continue doing that, for ever. There is too much information out there and I love helping people make sense out of all of it and create a plan they can follow and feel confidence and peace of mind with it. I've been a financial advisor for more than 20 years now (not including my former career as an attorney) and I'm hoping I can continue doing it until the day I die :)
♥
Always free for clients.
CFP®, RICP®, WMCP®, ChFC®, LL.B, CLU®
Chartered Designations
What do these credentials mean?
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Avshalom Gad, WMCP®, RICP®, CFP®, ChFC®, LL.B, CLU® Certified Financial Planner ™ www.AvshalomGad.com Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser Registered Representative offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency Eagle Strategies and NYLIFE Securities are New York Life Companies CA Lic. #0G12335 Agent, New York Life Insurance Company 11883 Stepping Stone Drive, Fishers, IN 46037 Bus. 317 863-6655 Fax. 317 580-8265 Mobile. 317 509-9441