Like many, our origins began in a different career, with an entirely different career path in mind. Surprisingly, this is pretty common among financial planning practices. After all, one does need some life experience to understand what life can bring with it. 

After attending the Yale School of Drama, and receiving his Masters in Fine Arts, Ari spent the better part of a decade as a fundraiser and theatre producer. Ari had the great pleasure of advocating for the arts, and for the artists who create work on stages all over the country.  During that time, Ari began to see a troubling pattern--that artists, passionate for their work, and willing to dedicate their entire lives to their craft, were not equipped with the tools they need to live their personal lives with the same passion and veracity.  

In talking to people across the professional spectrum and from all walks of life, Ari realized that he had stumbled onto the leading cause of financial stress in today's workforce--a general lack of financial knowledge. Ari developed a hypothesis. If he could educate his clients on the most important financial topics in today's economic landscape, then he would create better financial consumers and happier clients. 

It was from this hypothesis that the Teplitz Financial Group was born. Our core focus is helping our clients achieve their vision of personal financial success while increasing their awareness of what it will take to get there. We focus on the journey, not just the destination - on the process, not just the product. We take care; each step of the way, to advise our clients in a way that will allow them to adjust to the curveballs life inevitably throws all of us. We believe that everyone is capable of achieving their goals by developing good habits and good plans. We enjoy spending time with our clients, being a part of their lives, and standing with them, side by side, through the highs and lows that the years will bring.