Regional Vice President
Ofer began his career in the wealth management industry in 1997. His past professional experiences – where he focused on financial planning and investment management for his high-net-worth clients – include financial advisor at Merrill Lynch and UBS, and investment consultant at TD Ameritrade. Ofer graduated from the University of California, Los Angeles, with a degree in Political Science/International Relations. He also holds the FINRA Series 65 license.