S.F.P. – Smart Financial Planning jobs and careers

About S.F.P. – Smart Financial Planning

Smart Financial Planning (S.F.P) | Founder‑led financial planning & family‑office firm | Israel Smart Financial Planning (S.F.P, legal name ספיר קדוש סוכנות לביטוח פנסיוני (2021) בע"מ) is one of Israel’s leading providers of holistic financial planning and advanced Family Office services. Founded by Vitaly Plotinsky, CFP, and Sapir Kadosh, CFP‑licensed financial planners and pension insurance agents with academic honors, the firm supports high‑net‑worth families and qualified clients with a full suite of financial services Our Approach We specialise in creating long‑term wealth growth strategies through bespoke planning, exclusive institutional investment opportunities, rigorous tax advisory, and tailored insurance and risk‑management solutions. Clients benefit from holistic processes, regular optimisation reviews, and deeply human, transparent service What We Offer Family wealth & capital management: personalised investment strategies for families, aligning savings and dreams with disciplined planning Alternative investments: access to international investment vehicles such as Blackstone, Millennium and Partners Group, usually reserved for institutional clients Insurance & risk management: customised pension insurance solutions and coverage tailored to each household’s profile Holistic financial planning, including retirement design, tax efficiency and life milestones planning—always with INR‑licensed oversight Why Choose S.F.P? Over 15 years of experience in wealth planning Access to exclusive institutional-grade investment vehicles Service model that is free to the client, with advisors compensated via institutional partners—ensuring objectivity and trust