Ari holds a Bachelor of Commerce degree in Finance from the University of Johannesburg, complemented by a Postgraduate Diploma in Financial Planning from Stellenbosch Business School. He is a CERTIFIED FINANCIAL PLANNER® through the Financial Planning Institute of South Africa. Before assuming the role of Wealth Manager at Sterling Private Wealth, Ari served as a Paraplanner in 2022. His primary area of expertise revolves around retirement and estate planning and the formulation and execution of comprehensive, long-term financial strategies. Ari believes that the successful implementation of sustainable wealth management plans necessitates robust collaboration with clients to understand their unique lifestyles, financial prerequisites, and objectives. By educating clients, staying abreast of the latest financial trends, and sidestepping transient distractions, he can artfully craft effective investment portfolios. In alignment with his holistic approach to financial well-being, Ari subscribes to an active lifestyle to achieve a harmonious work-life balance, which is evident in his participation in various physical activities, including golf and gym workouts, as well as simpler joys such as relishing a picturesque sunset with a glass of wine.