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Wolf P

Series 63

Brooklyn, NY

Guardian Life

Wolf Perl is a financial advisor at Primerica Advisors with 28 years of industry experience. He holds a Series 63 designation and has worked with Park Avenue Securities and Guardian Life Insurance for over two decades. Outside of his advisory role, he serves as a trustee for a family estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Menachem H

Series 63

Brooklyn, NY

Guardian Life

Menachem Hartman is a financial advisor with Primerica Advisors based in Brooklyn, NY, holding a Series 63 designation and over 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2004. Outside of his advisory work, he engages in public speaking and motivational events for various organizations. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies and provides a range of account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Mendy K

Series 66

Brooklyn, NY

Guardian Life

Mendy Kaufman is a financial advisor at Guardian Life with eight years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of his advisory role, he is involved with Night Aid, a nonprofit organization assisting his father. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory services, utilizing model portfolios from in-house and third-party managers.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Yosef M

Series 65

Brooklyn, NY

Guardian Life

Yosef Marsow is a financial advisor at Guardian Life and Park Avenue Securities with a Series 65 credential and seven years of industry experience. He has served at Guardian Life since 2019 and at Park Avenue Securities since 2026. Additionally, he has been involved with the Jewish Center of Ulyanovsk since 2013. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a variety of investment advisory programs, including both discretionary and non-discretionary management, and features a lower-fee hybrid digital advisory solution called VestWise™.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Rafael E

Series 63, Series 65

Brooklyn, NY

Guardian Life

Rafael Ekstein is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018, and previously spent 19 years with Primerica Advisors and 25 years with The Guardian Life Insurance Company. Outside of his advisory work, he serves as a trustee of the Cornerstone Foundation alongside his wife. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services. The firm employs a variety of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions, supporting both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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