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EquiBlocks™ is the entry point for a responsible financial future. It’s a comprehensive financial security plan robo advisor taking into consideration current lifestyle, future goals, and financial security needs. It helps clients lay financial building blocks towards financial security and equity creation, while collaborating with financial service providers to get the products and service they need.

Both clients and financial professionals see a simple yet powerful visuals providing current financial state and purchasing power, goal attainment gauges as well as financial security need analysis. The system provides a comprehensive financial security plan with alternative recommendations to achieve the client goals and allow the financial professional focus on matching the right products to the clients’ plan.


David Zohar

David Zohar

Founder, Financial Security Advisor, Group insurance plans, Mutual Fund Dealer Representative registered with Excel Private Wealth, B.A. Economics and Management (Finance & Economics)


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