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
Founder & Chief Investment Officer
Series 7, 63, 65 | Life & Health Insurance | MBA
Michael Hanania Benklifa holds Series 7, 63, and 65 registrations, as well as Life & Health Insurance licenses in the U.S. He holds dual MBAs from Texas A&M University and ESC, and is fluent in English, Hebrew, and French.
His practice focuses on cross-border financial planning, including multi-currency portfolio management and tax-aware investment strategies.
Note: Certain investment strategies, including derivatives and alternatives, involve significant risk and may not be suitable for all investors.
Areas of Focus:
- •Cross-border tax-aware planning
- •Multi-currency portfolio management
- •Retirement and estate planning for U.S.–Israel transitions
Lisa Geller
Principal, Operations & Compliance
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 the Certified Information Security Manager (CISM) designation and an MBA from NYU Stern School of Business.
Her work centers on operational processes and supporting compliance with applicable U.S. and Israeli financial regulations.
Areas of Focus:
- •Regulatory compliance support
- •Cross-border operational logistics
- •Risk governance frameworks
- •Financial program management
Why Aliya Financial
Licensed Expertise
Registered Investment Adviser (CRD #340264) 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