Meet Our Founder
Ari Turk, CFP® is the owner and president of Turk Financial Group. He works with business owners as well as high net worth individuals and families in the areas of financial, estate, and business planning as well as investment and risk management. He and his team are committed to helping clients by using a number of financial strategies to help them grow and protect their assets.
Growing up the son of a Rabbi, Ari felt like his initial calling may be to follow in his father’s footsteps. However, after completing the extensive and rigorous training required to receive his Bachelors in Talmudic Law and Jurisprudence (BTL) from the Rabbinical seminary of America, he didn’t feel like where he landed was where he was intended to be. Instead he decided to take the determination, dedication, and discipline he had been refining while working towards his BTL and his bachelor’s degree in business administration and make the move into the financial services industry. His passion for the industry comes from his desire to raise awareness and education for long-term care planning after realizing how important it was when his grandmother was diagnosed with Alzheimer’s in 2010. Seeing firsthand how the diagnosis impacted her as well as those around her sparked his want to educate, inform, and help others protect themselves for the same unexpected situations.
Throughout his career Ari has refined his attention to detail to insure his client’s policies, investments, and financial strategies are precise and comprehensive. Doing so has led him to receive many client referrals and has earned him a reputation of a financial advocate, and you can often find him speaking at events such as mentoring opportunities.
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Professional Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Series 6 securities license
- Series 63 securities license
- Series 7 securities license
- Life insurance license
- Health insurance license
Commitment to Knowledge
10 years of training has taught Ari to pay superb attention to detail, which was a core part of studying Talmudic law and jurisprudence. The focus of the school was to get it exactly right and anything short of that was viewed as subpar. Bringing that same perfectionism to his business, Ari ensures his client’s policies, investments, and financial planning are done as precisely and comprehensively as possible all with an eye towards fees, taxes and any other wealth wasting factors.
Commitment to Mentoring
Having mentors and mentoring is something that Ari believes in, to his core. He has always made it his business to have people in his life wiser than him to discuss personal issues, business development, and in general to gain from the life experience of someone wiser who has more to offer. He has been the recipient of so many good mentors in his life that it is natural for him to offer whatever he can when an opportunity arises, whether that is with up and coming advisors, in the community, or through a CFP mentoring program.
Commitment to Wellness
Health, both mental and physical, is of paramount importance to Ari. He knows that financial health effects his client’s mental and physical health and so it is his goal to keep them as financial healthy as possible to assist them in their wellness journey. Ari himself practices martial arts and meditation to promote wellness within his life in an effort to best execute financial strategies for those who seek his guidance.