Barak Queija

WORK HISTORY

EDUCATION

SKILLS

ABOUT BARAK QUEIJA

Barak’s role as a Wealth Manager with Ikigai Wealth Management is to provide strategies that his individual and private business clients can employ immediately to put them on the fast track to Financial Freedom. In order for his clients to reach their full wealth potential, he employs a unique methodology that utilizes a holistic approach to wealth creation, protection, and ultimate preservation for multiple generations. His relationship with his prospective client begins with the preparation of a full financial plan designed to achieve ultimate long-term wealth growth by first eliminating all immediate financial and time management concerns. As an integral part of this plan, he addresses issues on cash management, investments, insurance, business and corporate planning, taxes and ultimately preserving his clients\' estate which maximizes intergenerational wealth through his unique tax minimizing wealth preservation methodology. He considers himself as the client’s primary Wealth Manager. To achieve this role, he works with a complete network of Professional Coaches, Consultants, Accountants, Lawyers, Mortgage Brokers, Business Brokers, Public Equity and Public Debt Asset Managers and Private Equity and Private Debt Asset Managers Barak’s passion for helping individuals and businesses with their overall Wealth Management needs has earned him the trust and respect of all. The end result is the delivery of strategies, which provides clients with greater financial independence and ultimate peace of mind.