As a member of the RVW Wealth Team, Ofer is responsible for developing new business and maintaining existing relationships with our client base. He also helps in the transition from the client’s previous manager or broker to RVW Wealth. Prior to joining RVW Wealth, Ofer was a Financial Advisor with Merrill Lynch and UBS, and a Wealth Advisor with Mercer Advisors and First Foundation, helping high net-worth individuals and families with their comprehensive wealth management needs.
Ofer graduated with honors from UCLA in 1995 and has 20 years of experience in the investment management field. He is also a member of 2 Jewish organizations, AIPAC and the Solomon Society. Group members inspire each other through their philanthropy to help Jewish communities around the world.
Ofer lives in Orange County and enjoys spending time with his wife and kids, traveling, hiking, dining out, the arts, and reading (mainly historical fiction).