Learn more about Ari
As a financial advisor at Spartan Wealth Management, Ari is meticulous in formulating investment and insurance plans for individuals and small-businesses. Ari is detailed and resourceful in developing plans that provide confidence in your path to financial freedom.
Through synergizing tax-efficiencies with investment strategies, his approach is rooted in continual portfolio reviews, education and on-going guidance. Devoted to sustained service and excellence, he is a proud fiduciary for his clients. Firmly committed to long-term client relationships and financial planning, Ari helps his clients with retirement, education, estate and insurance planning strategies.
Degrees & Affiliations
- Investment Advisor Representative CRD# 6736988
- B.S. in Communications – Wayne State University
- Health, Life, and Variable Insurance Product Certifications
- Series 7 Certified
- Series 66 Certified