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Moshe Aronov, AIF®

Moshe Aronov, AIF®

Managing Partner

Moshe Aronov is a financial expert with a remarkable career spanning more than two decades in the financial markets. His journey commenced in 1996 when he joined Gilford Securities, a company renowned for its pivotal role in the Green Mountain Coffee IPO of 1997. Moshe's expertise continued to flourish as he assumed the position of Regional Wholesaler AVP at Alliance Bernstein in 2001, further enhancing his financial acumen. In 2007, he transitioned to a role as a financial advisor at JP Morgan Chase Bank, where he continued to excel and build trust with his clients. Moshe's unparalleled knowledge extends to 401(k)s, IRAs, and pension plans, making him a trusted expert in retirement planning and investment strategies. In 2011, driven by his commitment to providing independent and personalized financial solutions, Moshe embraced the independence offered by LPL Financial. His qualifications underscore his dedication, as he holds Series 7, 63, and 65 registrations through LPL Financial, in addition to Life and Health Insurance licenses. Graduating from SUNY Stony Brook in 1993 with a degree in Philosophy, Moshe Aronov also carries the prestigious Accredited Investment Fiduciary certification. For the past two years, Moshe has called Boca Raton home, and he is fluent in Russian, adding an extra layer of accessibility and expertise to his services. With his extensive experience and specialization in 401(k)s, IRAs, and pension plans, Moshe is your trusted partner on the journey to financial success.


  • Accredited Investment Fiduciary
  • Series 7
  • Series 63
  • Series 65
  • Life and Health Insurance License