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.
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.
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
