FINANCIAL PLANNER

Hello, my name is Peter Hod, and I am a certified financial planner (Israel). Today, in addition to my activities in the financial field, I manage the retirement planning division at “Bonim Atid Financial Planning and Retirement Arrangements”.

I wrote and published my book in 2020: “Eight Steps to Financial Freedom - The Personal Financial Strategy Guide”. In addition, I manage my YouTube channel, through which I provide financial education content to everyone.

I began my journey in the financial world in 2010 and embarked on an independent path in 2014 with the aim of helping individuals define financial goals, save money, organize finances, build a financial plan, and ensure its success. Through this process, my clients achieve financial peace of mind, as they know that the quality of their lives will be preserved and even improved.

My education:

I hold a B.A & MBAs in business administration with a focus on finance, and LL.B.

I also hold a CFP certification, pension insurance and elementary broker license from the Ministry of Finance, a real estate brokerage license, and teaching certificate.

My professional experience starts with a wide variety of jobs, both finance-related and unrelated. All my experiences shaped me and helped me understand that everything is possible. When we truly want something, nothing can stop us from achieving it! Financial success is possible for everybody.

Between 2018-2021, I served on the management committee of the Financial Planners Association of Israel (FPAI) and as a board member of the economic company of the association.

I started my business because I want to help as many people as possible achieve their economic dreams, reach all their goals and aspirations.

My areas of expertise include: