Dafna Gonen
CEO i Financial and Pension Planning i Family Office and Wealth Management Services at Pioneer Wealth Management
Based in Netanya, Israel
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Seniority
C-Team
Department
Other
Location
Netanya
Industry
Financial Services
Company size
86
Contact information
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d•••••••@piowealth.com
Phone
5 credits+972 ••• •••• ••••
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Background
About Dafna Gonen
CEO of Pioneer Wealth Management – helping wealthy families to preserve and grow their wealth as well as safely transfer it to the next generation.WHAT WE DO: We partner with high net worth clients and ultra-high net worth families to protect & increase their wealth by providing Holistic Financial Planning, Wealth Management and Family Office services.WHY IT WORKS: When you partner with Pioneer you access multiple layers of expertise you can rely on, to provide you with a highly customized service. The essence lies in our conflict-free, fee-based model – we only get paid by our clients, so we always have your best interests in mind.WHAT MAKES US DIFFERENT? We are independent & objective – our sole focus is our clients’ needs. Our clients always retain control of their assets. We honor absolute client confidentiality. Our long-term relationships with financial institutions worldwide and negotiation power mean lower fees to our clients.READY TO TALK? Reach out to me directly here on LinkedIn, email me atdafnag@piowealth.com, visit us online at or call at +972-9-9611-300.
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