Zvi Shtifter is a Financial Advisor with The Bulfinch Group, a financial services firm serving individuals, families and business owners. Zvi brings over two decades of experience in the Israeli and American high technology industries. In today’s challenging and competitive economy, Zvi draws on this wealth of experience to provide comprehensive financial solutions for individuals, business and owners and organizations. He earned his Retirement Income Certified Professional® designation in April 2014.
Zvi’s experience can meet the full planning needs of clients, though his primary focus is on asset protection, risk management and uncommon wealth accumulation strategies. Zvi’s personal goal is to help every client gain control over their financial futures and fully understand the options available to them through a custom-tailored program, reducing the confusion often experienced by what can be an overwhelming process.
Prior to joining The Bulfinch Group, Zvi held a key role at ECnext, responsible for selling content solutions to large corporations worldwide. For over twenty years Zvi worked in both the Israeli and American high technology sectors including serving as senior sales representative at IBM with responsibility for the financial industry. Additionally, Zvi was Sales Manager at Orbot USA (Orbotech); National Sales Manager at Commtouch; and General Manager/National Sales Manager for Camteck where he established the infrastructure of the company in the United States.
Zvi holds a Bachelor of Science degree from the Technion, Israel and a Masters in Science from McMaster University, Ontario, Canada. He is licensed in life, accident and health insurance. He resides in Newton, MA with his wife Rosita and his children Natalie and Michael.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.Guardian. CA Insurance License #0E10682.