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    About Aliya Financial


    We provide comprehensive cross-border financial planning services and advisory solutions, combining professional expertise with deep understanding of U.S.–Israel financial transitions.

    Michael Hanania Benklifa

    Managing Member & Chief Compliance Officer

    Series 65 | Licensed Life Insurance Producer | Dual MBA

    Michael Hanania Benklifa is the Managing Member and Chief Compliance Officer of Aliya Financial LLC, and has 30 years of experience in the financial industry. He is a Series 65–licensed Investment Adviser Representative and a Licensed Life Insurance Producer. Michael has also earned his FINRA Series 7 and 63, along with dual MBAs from Texas A&M University and École Supérieure de Commerce in France. He holds a B.A. in Philosophy and is fluent in English, Hebrew, and French.

    His practice focuses on cross-border financial planning, including multi-currency portfolio management, tax-aware investment strategies, and options-based growth and income strategies.

    He is also the author of Think Like an Option Trader and Profiting with Iron Condor Options, available on Amazon.

    Note: Certain investment strategies, including derivatives and alternatives, involve significant risk and may not be suitable for all investors.

    Michael@AliyaFinancial.com

    Lisa Geller

    Principal, Operations

    CISM | MBA (NYU Stern) | 25+ Years Banking Experience

    Lisa Geller has over 25 years of experience in banking, finance, program management, and risk governance. She holds Certified Information Security Manager (CISM) and Open FAIR (Risk Analysis) certifications, a dual MBA in Finance and Technology from the NYU Stern School of Business, and a BA in Communications from SUNY Albany.

    Her work centers on client logistics, budgeting, financing and real estate solutions, and internal operations.

    Lisa@AliyaFinancial.com

    Why Aliya Financial

    Licensed Expertise

    Registered Investment Adviser in the State of New Jersey, with proper licensing and credentials in U.S. financial markets

    Cross-Border Focus

    Knowledge of dual-country financial regulations and comprehensive planning needs

    Client-Centered Approach

    Dedicated to guiding families through the financial aspects of U.S.–Israel transitions