Telemus, a top 20 RIA nationwide, as named by Forbes/SHOOK in 2023, has promoted Financial Life Advisor, Ari Fischman to partner.
Fischman, who joined the firm in 2020 as head of the insurance division, becomes the fourth partner at Telemus. Over the past three years, he has helped drive significant insurance growth for the firm, which continues to diversify into other ancillary business lines including corporate executive services and CFO family office services.
“Ari is an excellent addition to the leadership team here at Telemus,” said Lyle Wolberg, CFP, CEO and one of the founding partners. “We recognize what Ari has done for the firm with the year-over-year growth of the insurance team and feel that this promotion is well earned. He will help us continue to build the Telemus brand and accelerate the expansion of our various service areas.”
Fischman has over 20 years of experience in the financial industry, specializing in insurance. Prior to joining the team, he worked with Telemus as a strategic partner to deliver integrated insurance solutions. This partnership helped him develop customized insurance solutions for Telemus clients.
As partner, Ari will be responsible for running the insurance division. He will also have oversight of the corporate executive services, family office services and the firm’s latest solution, comprehensive financial counseling.
“I am excited to take the next step in my Telemus journey and play a key role in the ongoing success of this award-winning firm,” Fischman said. “We’re hyper focused on continuing to refine and expand our full-service offerings at Telemus to support our clients, which will help fuel new growth opportunities across the firm.”
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