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.