Nice to meet you my name is Yavgeni Sorkin
With over 12 years of in-depth experience in the capital market and financial sector, I have worked with individual and corporate clients managing assets exceeding 300 million ILS. In an era full of conflicting interests and an abundance of advisors, I’m here to ensure that your interests are front and center. My goal is to provide you with professional, personalized service a one-stop shop for all your financial needs.
I’m an independent pension insurance agent affiliated with the Profit Group, which includes around 300 agents and agencies managing over 30 billion ILS for private clients, companies, and nonprofit organizations. Thanks to our collaboration with leading institutions in Israel, I’m able to offer objective, focused service with no compromises and at a competitive cost.
I believe that thought creates reality let’s take the first step together and see it in action!
Professional Experience:
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Wealth Client Manager and Financial Planner at an investment advisory firm
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Client Relations Manager at Ayalon Financial Solutions (Portfolio Management)
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Client Relations Manager for portfolio management and self-directed trading services at Migdal Capital Markets
Education & Certifications:
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B.A. in Business Administration with a specialization in Finance – Ono Academic College
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Licensed Pension Insurance Agent – Ministry of Finance, Capital Market Authority
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Licensed Investment Advisor (voluntarily suspended) – Israel Securities Authority
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Certified Retirement Planner – Orin Shpalter College
And also...
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Member of the Audit Committee at “Or Hadash” Synagogue
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Public speaker on “Financial Planning in Simple Terms” for the general public, organizations, and nonprofits
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Professional salsa and bachata dance instructor and a fan of functional fitness training