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Tibi Zohar

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Tibi Zohar - Custom Financial Planning

92057, United States

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About Tibi Zohar

 

Tibi Zohar - Professional Summary:    

 

Raised in Israel, financial professional Tibi Zohar entered the insurance industry at an early age. Joining Tel Aviv-based Shiloach Life Insurance Company LTD as an Agent in April 1979, Tibi Zohar garnered his first experience as a productive and high-volume salesperson. At Shiloach Life Insurance Company, Tibi Zohar sold various policies to individuals and families across Israel and brought high-quality products and services to people with a wide range of economic interests. In October 1980, Tibi Zohar left Shiloach Life to accept a position at Manulife Menorah LTD. Quickly rising through the ranks at Manulife Menorah, Tibi Zohar was promoted to Branch & Regional Manager. From November 1980 to November 1985, Tibi Zohar served as an effective leader at the Rishon LeZion-based life insurance and retirement offerings company and fulfilled numerous short- and long-term objectives through the implementation of successful management and motivational strategies. With a comprehensive work history and excellent track record, Tibi Zohar formed his own life insurance agency in December 1985. As President and CEO of Zohar Agencies Inc., Tibi Zohar imbued his company with the same results-oriented philosophy he employed in his previous positions. Offering a large scope of policies to families and individuals, Tibi Zohar ensured substantial gains for his organization and its clients until December 1991. Recognizing his vast talents and experience in the industry, leading insurance provider Clal Insurance, LTD in Tel Aviv recruited Tibi Zohar as a Life Sales Supervisor. From January 1992 to March 1998, Tibi Zohar lent his expertise to Clal and oversaw a large group of agents and agencies in the field of life insurance. Tibi Zohar left Clal Insurance in March 1998 to establish another Tel Aviv-based life insurance agency, Tibituach, Inc. In his role as President, Tibi Zohar expanded the financial services of Tibituach to provide a more robust selection of life insurance offerings. Tibi Zohar has lived and worked in the San Diego metropolitan area since 2000. President and Founder of Tibi Zohar Custom Financial Planning, Tibi Zohar now shares his comprehensive knowledge of the life insurance, financial planning, investment, and retirement planning industry with residents throughout Southern California.

 

 

Tibi Zohar - Professional Experience:    

 

Tibi Zohar - Custom Financial Planning
Planner
Financial Services
Oceanside, CA
02/1/2001 - Present

 

Clal Insurance, LTD.
Life Sales Supervisor
Life Insurance
Tel Aviv, IL
01/1/1992 - 03/1/1998

 

Tibituach, Inc.
President
Financial Services
Tel Aviv, IL
03/1/1998 - 12/1/2000

 

Tibi Zohar - Education:    

 

The Institute of Business and Finance
Financial Services
Master of Science in Financial Services
La Jolla, CA
06/2005 - 05/2007

 

Tibi Zohar - Interests:    

 

Community involvement. Music and Theater

 

 

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