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Evan L

Series 65

Remote

Wise Money Israel

Evan Liberman is a Series 65-licensed financial advisor at Wise Money Israel LLC with two years of industry experience. He has been involved with Wise Money Israel in various forms since 2010, including serving as Chief Executive Officer of Wise Money Israel Ltd since 2017. He currently dedicates his time to Wise Money Israel Ltd and plans to divide his efforts between the two affiliated firms. Wise Money Israel LLC provides discretionary investment management and portfolio supervision for individuals, trusts, estates, retirement accounts, and business entities. The firm focuses on Israeli equities, bonds, and ETFs, employing fundamental, technical, and economic analysis combined with proprietary research and ethical screening, including biblically responsible investing strategies when approved by clients.

Passive / index investing Active portfolio management Concentrated stock management
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