Ariel Serber is a Director at Lions Financial, where he works to benefit his clients by providing financial services with a keen focus on risk management. Ariel specializes in the key components to consider when evaluating complex insurance policies and management of employee group benefit plans. Ariel supports business accounts to help mitigate risks they face within their company by implementing strategies and products for key-person protection plans, executive benefits, and retirement investments. In three years with Lions Financial, Ariel has successfully helped executives from large organizations and small businesses achieve their objectives and adapt to a dynamic market. He also partners with other professional advisors to provide tailored insurance products and make actionable financial & estate plans and asset & wealth management plans.
Prior to joining Lions Financial, Ariel was responsible for Wealth Management at AXA advisory for eight years. While there, he supported clients to create and execute a plan of action for their financial goals. Ariel worked for MetLife as a financial service representative worked businesses and professional to build a large network within the financial services industry. Ariel has a strong foundation in financial advisory, with agile skills adapting to the changing business environment and making sure to maintain focus on a client’s actual needs in risk management.
With over 15 years of experience in entrepreneurship, management, business planning, financial analysis, operations, and decision analysis, Ariel has the breadth and depth of experience needed to quickly understand entrepreneurs’ businesses. He focuses on maintaining clients’ relationship to continuously review the implementation of the financial solution. He believes that technology evolves rapidly, but human relationships are important to craft the most suitable plan for clients’ situations, which is still what matters the most in this business