Or Poria - אור פוריה

CEO and Founder | Financial Planning Consultant @ Poria Finance - פוריה פיננסים

About

An accomplished, educated, and experienced finance expert with over ten years of high-level expertise in Financial Planning, Investment Strategy, and Wealth Management. Possessing a high level of knowledge and understanding across the entire financial sector, I am honored to be recognized by many of my peers as one of Israel's top Financial Planners. Poria Financial Planning: Established in 2019, I am the Founder and CEO of Poria Financial Planning - one of Israel's fastest-growing Wealth Management firms. The firm employs a team of more than 110 staff, including a select group of several dozen professionals in the financial field. Our team serves more than 4000 private and corporate clients who trust us with their financial future. We specialize in Strategic Financial Planning and end-to-end Portfolio Optimization tailored to high-net-worth and high-profile clients. By effectively managing their finances in the smartest and best way possible, we help them to fund the lifestyle they hope to enjoy. Among our services: ▪ Creating optimal investment strategies ▪ Tax adjustments and benefits ▪ Retirement planning ▪ Alternative investments ▪ Analysis and optimization of pension products Educating others: Thanks to my strong passion for finance, investments, pension, and tax-related matters, I strive to educate others on various ways to optimize their financial portfolios and increase their net worth. I achieve this through providing professional lectures and webinars to companies seeking to help their employees stay informed on trending financial and investment products and opportunities. On a personal note - I'm a sports fanatic with a love for travel and food. I also believe in giving back to the community through volunteering and financial contributions. Also, former manager of the Investment Club at the Technion - Israel's leading institute of technology. Executives and high-net-worth individuals seeking unique investment solutions with optimized returns and personalized service - I invite you to come and grow with us. Feel free to connect via LinkedIn, to email me at or@poria-finance.com, or phone +972-52-4463466.

Country

Israel

City

Haifa District

Industry

Investment Management

Skill

Financial Planning, Investment Management, Tax Planning, Financial Lectures, Alternative Investments, Transparency, Innovative, Professional, Creative, Finance, Financial Strategy, Taxation, Training Funds, Business Planning, Education Funds, Provident Funds , Pension Funds, Saving Funds, Investments, Investment Strategies

Experience

CEO and Founder | Financial Planning Consultant

Poria Finance - פוריה פיננסים

2019 - Present · 7 yrs

Israel

Poria Financial Planning is one of Israel's fastest-growing Wealth Management firms, specializing in Strategic Financial Planning and end-to-end Portfolio Optimization. We tailor our services to high-net-worth individuals and corporate clients seeking unique investment solutions with optimized returns and personalized service. Among our services: • Creating optimal investment strategies • Tax adjustments and benefits • Retirement planning • Alternative investments • Analysis and optimization of pension products In my position, I oversee the entire range of the firm's activities to help our clients achieve maximum potential returns on their investments and grow their wealth through the power of smart investing and financial planning. For more information, please visit www.poria-finance.com.

Chief Investment Officer

Poria Finance Holdings - Ariel Hedge Fund

2013 - 2018 · 5 yrs

Israel

Responsible for recruiting and ongoing relations with customers, banks, and various service providers. Management of the Fund's operations.

President, IFC Investment Club

Technion - Israel Institute of Technology

2012 - 2013 · 1 yr

The role included building the club's strategy and vision, managing and recruiting a team of board members, raising funds and sponsorships for the club, building and managing the budget, organizing events and conferences with senior executives in the Israeli capital market and economy, marketing, advertising, and organizing benefits for club members.

Staff Member and Lecturer - Faculty of Industrial Engineering and Management

Technion - Israel Institute of Technology

2010 - 2013 · 3 yrs

Lecturing and training students in courses such as "Production and Service Systems Operation," "Capital Markets and Investments," "Stochastic Models in Performance Research," and more.

Strategic Consultant - Consulting Division

Deloitte

2012 - 2013 · 1 yr

Israel

Provided strategic consulting for leading companies in the Israeli market and led cross-organizational optimization processes that included operational improvements and cost savings.