Ariel Serber

CEO

New York City, New York, United States23 yrs 11 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in financial planning and risk management.
  • Proven track record in business succession strategies.
  • Advocate for financial empowerment and literacy.
Stackforce AI infers this person is a Financial Services expert with a focus on strategic advisory and risk management.

Contact

arielserber@lions.financialLinkedIn

Skills

Core Skills

Financial PlanningRisk ManagementFinancial ServicesRetirement Services

Other Skills

Business succession plansKey-person protection plansExecutive benefit plansEmployee benefit plansFinancial & estate plansAsset & wealth management plansRetirement income plansPhilanthropic plansRetirement StrategiesGroup BenefitsPersonal InsuranceBusiness SuccessionAsset Allocation StrategiesEstate Conservation StrategiesExecutive Benefit Strategies

About

When it comes to our financial lives, more than ever, businesses and people need support and objective strategic advice that get us where we need to go. We are either in control of our finances or it controls us. This is especially true for business owners and startup founders. This is the challenge I help clients overcome. Professionals and business owners that fail to plan, plan to fail - and plans with clearly written and measurable goals are more likely to succeed. Businesses need a plan for growth, success, and, exit or succession. Professionals need a plan of action to make sure they never run out of money, to manage risks and to create their legacy. If you'd like to speak or learn more, let's connect. Email: arielserber@lions.financial Cell: 516.318.0994 calendly.com/serber Services for businesses: Business succession plans Key-person protection plans Executive benefit plans Employee benefit plans Capital Raising Services for individuals: Legacy & estate plans Asset & wealth management plans Retirement income plans Philanthropic plans Insurance Planning

Experience

Lions financial

2 roles

Director of Client Success

Apr 2017 – Present · 9 yrs

Director Of Benefits

Apr 2017 – Present · 9 yrs

  • We focus on providing the following financial advisory services:
  • For businesses:
  • Business succession plans
  • Key-person protection plans
  • Executive benefit plans
  • Employee benefit plans
  • For individuals:
  • Financial & estate plans
  • Asset & wealth management plans
  • Retirement income plans
  • Philanthropic plans
Business succession plansKey-person protection plansExecutive benefit plansEmployee benefit plansFinancial & estate plansAsset & wealth management plans+4

Axa advisors

Financial Advisor

Nov 2012 – Mar 2017 · 4 yrs 4 mos · NY

  • Helping clients create and execute a plan of action so that they achieve their financial goals.

North coast financial group, an office of metlife

Financial Services Representative

Aug 2010 – Oct 2012 · 2 yrs 2 mos

  • Helping clients meet their financial goals.
  • Retirement Strategies
  • Group Benefits
  • Personal Insurance
  • Business Succession
  • Asset Allocation Strategies
  • Estate Conservation Strategies
  • Executive Benefit Strategies
  • Philanthropic Gift Strategies
Retirement StrategiesGroup BenefitsPersonal InsuranceBusiness SuccessionAsset Allocation StrategiesEstate Conservation Strategies+4

Venture benefits

Consultant

Apr 2010 – Jul 2010 · 3 mos

J. peat & associates

Sales Executive

Jan 2009 – Mar 2010 · 1 yr 2 mos

Central securities

Financial Advisor

Nov 2006 – Dec 2008 · 2 yrs 1 mo

  • Working with families and businesses to accumulate, protect and distribute wealth efficiently

Axa advisors

Financial Consultant

Sep 2002 – Nov 2006 · 4 yrs 2 mos

  • Helping individuals and small businesses build, grow and protect their financial lives through a comprehensive planning process.

Direct marketing association

Speaker Relations Assistant

Jan 2000 – Jan 2001 · 1 yr

Education

Brooklyn College

Bachelor's degree — TV/Radio

Jan 1996 – Jan 2000

The Hebrew University of Jerusalem

Jan 1999 – Jan 1999

Stackforce found 100+ more professionals with Financial Planning & Risk Management

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