Ari is one of our founding members & trusted consultants. With close to 15 years of experience in the financial services industry he is heavily involved in all of SABRE’s core services. He especially enjoys working with individuals and companies on compensation & benefit plans as well efficient tax, retirement, insurance, estate and financial planning strategies.
Ari holds his FINRA Series 7, 66, life/health insurance licenses and a Bachelor of Science from New Mexico State University. Ari is also a CERTIFIED FINANCIAL PLANNER™ and a member of the Conejo Valley Estate Planning Council. Raised by a family of scholars & educators, one of his core values is to never stop accruing knowledge and continually educating himself on the ever-changing codes, rules, regulations and trends to best serve his clients.
When not in the office, Ari, his wife Kate & daughter Claire love going on adventures whether locally exploring the city or overseas exploring other cultures. One remaining constant for the three of them is that they enjoy being active in the outdoors and surrounded by friends and family.
Hobbies include (favorites in parenthesis): Cooking (Italian), Brewing (IPA’s), Photography (Landscapes), Basketball (playing not watching), Live Music (the smaller the venue the better) & hiking/camping in one of the National Parks (Glacier/Yosemite).