Financial abundance for the Jewish business community

Who Am I?

For two decades as a financial strategist, I have personally led the ambitious to riches and the rich to generational wealth. From life insurance products to long-term investment strategies, I have carved out a niche as a coach to millionaires and millionaires to be. Later in my career I began trending slightly more Mina Street than Wall Street, taken on the mission to become the guide to the everyman.

J Wealth Book Club

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J Wealth Club

In the J-Wealth Club, we draw upon the collective wisdom of the group as well as my 20+ years of financial and wealth management experience to help you develop a wide range of skills that result in unstoppable wealth.

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CE Financial Services

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

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Books By Chaim

Millions of people have spent their entire lives seeking to earn “a comfortable living” without ever realizing that the result of their efforts was a cozy prision of their own design. Once built, this silk upholstered cell kills our dreams, prevents us from achieving everything we are capable of, and denies us the life of service and fulfillment God intended each of us to live

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Podcasts

Weekly Shiur on Kol Mevaser

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