Wealth & Investments
Blue & White Finance
US-side specialistFinancial education & planning (US olim)
verified 2026-08-141 sourceconfidence mediumno paid placement
Financial education, guided-investing programs and personal financial planning for Americans in Israel, with heavy PFIC-education content and a free PFIC class.
- Where
- Israel, Remote
- Credentials
- California-licensed investment advisor, AWMA
Contact
Education and planning, not discretionary asset management: they state they do not manage investments directly.
What people say
Community mention index
Some public discussion- 44 google reviews
We found a modest public record of people discussing this provider by name.
as of 2026-08-14
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Verified 2026-08-14Blue & White Finance