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Count on my expertise as your steadfast financial advisor, leading you on the path to financial independence and triumph

What is a Financial Advisor, and What Do I Do?

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Your Trusted Financial Advisor Guiding You Towards Financial Freedom and Success

Moshe Aronov is an experienced financial expert with a career spanning over two decades in the financial markets. He began his journey in 1996 at Gilford Securities, where he played a crucial role in the Green Mountain Coffee IPO of 1997. Moshe's expertise grew as he assumed the position of Regional Wholesaler AVP at Alliance Bernstein in 2001, further enhancing his financial acumen. In 2007, he transitioned to a role as a financial advisor at JP Morgan Chase Bank, excelling in building trust with his clients.Moshe's extensive knowledge encompasses retirement planning and investment strategies, specifically in 401(k)s, IRAs, and pension plans. He is a trusted expert in helping individuals secure their financial future.

Certifications

  • Accredited Investment Fiduciary

  • Series 7

  • Series 63

  • Series 65

  • Life and Health Insurance License

Qualifications and Experience

Driven by a commitment to providing independent and personalized financial solutions, Mosheembraced the independence offered by LPL Financial in 2011. His dedication is underscored by holding Series 7, 63, and 65 registrations through LPL Financial, as well as Life and Health Insurance licenses. Moshe graduated from SUNY Stony Brook in 1993 with a degree in Philosophy and carries the prestigious Accredited Investment Fiduciary certification.Moshe has been residing in Boca Raton for the past two years and is fluent in Russian, adding an extra layer of accessibility to his services.

Business Meeting

Unlock Your Financial Potential with Moshe Aronov

Expert Guidance for Business Owners and Individuals

With almost three decades of experience in the financial markets, Moshe has established himself as a trusted partner in the journey to financial success. Whether you are a business owner seeking strategic guidance or an individual looking for tailored investment strategies, Moshe offers a range of services to cater to your unique needs.

Business Partners at brainstorming meeting

For Business Owners

Analyzing financial statistics.

For Individuals

Greener Path Retirement Planning

At Greener Path Retirement Planning, our mission revolves around prioritizing your well-being and that of your loved ones. By delving deeply into your unique circumstances, aspirations, and risk preferences, we tailor financial and retirement plans that precisely align with your goals. Our comprehensive approach encompasses various facets of financial management, including wealth accumulation, college savings, retirement provisions, and estate arrangements, among others. 

 

Whether you're an individual seeking personalized financial strategies or a business owner navigating the complexities of group retirement plans, our seasoned team offers expertise in diverse areas such as life insurance, Medicare, and long-term care. We excel in crafting tailored solutions, from investment strategies to fiduciary responsibilities, ensuring that your financial journey is not only secure but also optimized for success. Explore our services for individuals and business owners to embark on a journey toward a brighter financial future with confidence and clarity.

Experience, Expertise, Personalized Solutions

Choose Moshe Aronov for trusted financial guidance

With almost three decades of experience, Moshe specializes in retirement planning, investment strategies, and customized solutions to help you achieve your financial goals. Trust in his qualifications and certifications for success.

27 Years of Experience

Tailored Financial Advice

Certified Financial Advisor

Client Satisfaction Guaranteed

Easy-to-Use Financial Tools

Continuously Improving Services

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

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Copyright 2024 FMG Suite.

 

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Greener Path Retirement Planning are separate entities from LPL Financial.

 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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