Oceanside, California businessman Tibi Zohar has brought excellence and dedication to the field of financial services for more than 30 years. Serving the interests of clients throughout Southern California since February 2001, Tibi Zohar promotes dependability and quality in his practice. As Founder and President of Tibi Zohar Custom Financial Planning, Tibi Zohar commits himself to organizing clients’ finances and ensuring substantial returns on their various investments. Offering a diverse array of financial services, Tibi Zohar helps clients accumulate and grow wealth, preserve and protect that wealth, and distribute it in the most tax-advantageous way. With a holistic view of financial planning, Tibi Zohar sees his services as a “door-to-door road map aimed to provide you with knowledge and confidence and help you fulfill your personal financial goals.” Tibi Zohar achieves this objective by sitting down with new clients, assessing all existing assets and investments, and recommending the best possible course of action to ensure a sound financial future. Focusing on the individual, Tibi Zohar and Tibi Zohar Custom Financial Planning help to craft a financial program tailor-made to clients’ specific needs. Tibi Zohar Custom Financial Planning serves customers in the accumulation, growth, protection, and preservation of wealth, guiding them toward their desired destinations. An effective and comprehensive financial coach, Tibi Zohar gives advice and offers packages in numerous categories, including cash management, investments, estates, life insurance, retirement planning, education funding, mutual funds, and more. For over eight years, Tibi Zohar Custom Financial Planning has meant reliability, transparency, and customer satisfaction to Southern Californians of various income levels and target outcomes. Tibi Zohar holds a “Top of the Table” membership with The Million Dollar Round Table (MDRT)–The Premier Association of Financial Professionals–and commands Board Certification in Asset Allocation and Securities. Tibi Zohar is also a Certified Annuity Specialist and Certified Fund Specialist. A graduate of the Institute of Business & Finance in La Jolla, California, Tibi Zohar earned his Master of Science in Financial Services in 2007.