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Dan Dobry
Strategic Partner

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Dan Dobry was the founder of the Union of Financial Planners in Israel (UFPI), served as the first Chairman and President of UFPI. Dan was the Global Council Representative for Israel for the Global Community (FPSB) from 2012 - 2018 and from January 2019 is a member of the Committee for Standards and Qualifications for the European Union (SQC).

Dan is dedicated to finding the most creative and efficient solutions to assist clients face the challenges of a changing market.

Dan has over 40 years of experience in the financial arena, managing pension and provident funds, and serving as CEO of a major retail financial consulting firm.

Dan has done consulting work for financial institutions including  SSgA, Moody's, STM, FNZ, Brooks Macdonald and others.

Dan was the Chairman of the "College of Financial Planning" the education provider for the Global “Financial Planning Standards Board” in Israel which prepared professionals for the globally acclaimed “Certified Financial Planner” (CFP®) certification.

Dan taught for the Graduate Degree in Financial Gerontology in the Haifa University and serves on several boards of directors for various financial companies in Israel.

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Certifications:  CFP® EFP® CLU® CMC®

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Dan Dobry who resides in London UK is the CEO Of GlobalNet UK and Chairman of GlobalNet IoM and GlobalNet Israel.

Dan provides guidance on Cross Border Issues, international planning for affluent individuals, including trusts, Real Estate, Multinational family planning, etc.

GlobalNet is a global investment house specializing in tailor made financial solutions enabling families to achieve their financial life goals.

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Check Dan's latest articles:

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https://blogs.timesofisrael.com/becoming-rich-overnight-what-to-do-after-receiving-a-windfall/

https://blogs.timesofisrael.com/vulnerable-customers-and-financial-planning/

https://blogs.timesofisrael.com/challenges-of-a-duel-us-israel-citizen-residing-in-israel/

https://blogs.timesofisrael.com/key-concerns-for-expats-and-international-families/

https://blogs.timesofisrael.com/the-birth-of-a-profession-the-evolution-of-financial-planning-into-a-profession

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Contact

1314 . Las Olas Blvd Suite #181

Fort Lauderdale,  FL 33301

Office: +1 917 633 4243 

WhatsApp: + 1 407 405 3992 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. he opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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