Ari Dardik joins Register Financial with 25 years of industry experience, having previously worked at Morgan Stanley and Wells Fargo Advisors. He constructs, implements, and oversees customized portfolios to fit each client’s goals, needs, and risk tolerance.
In 2009, Ari was awarded the CIMA (Certified Investment Management Analyst) designation from the Wharton School of Business. Only 8,500 financial professionals worldwide possess this certification. The CIMA certification courses include advanced investment management theory with the goal of providing effective risk-adjusted returns. Additionally, Ari is a fiduciary on all discretionary investment accounts, which obliges him to put the needs of his clients first.
Ari is a graduate of Brandeis University and holds a Juris Doctor (JD) as well as a master’s degree in international tax law (LL.M). He lives in the Atlanta area with his wife, son and three rescue dogs, and enjoys participating in sports, his book club, family activities, as well as supporting various charitable initiatives through his Jewish community.