About
Our office, Welfeld Group
My name is Barak Welfeld
Founder & CEO of the Welfeld Group. I hold a pension insurance license from the Israeli Ministry of Finance and the Securities Authority and specialize in building a complete 360° financial and insurance framework for clients.
I hold a B.A. in Business Administration with a concentration in Accounting from the Open University and an M.A. in Accounting from Bar-Ilan University. I also completed a Directors & Senior Management course at Bar-Ilan and a Mortgage Consulting program at Psagot College.
With a unique blend of academic training, hands-on experience, and deep understanding of capital markets, retirement planning, mortgage consulting, real-estate investment analysis, financial management, and insurance, I lead Welfeld Group with a clear mission: to make financial complexity simple, clear, and personally tailored, while delivering professional, reliable, and innovative solutions.
I believe that economic strength is achieved with professional, honest, and transparent advice. That’s why I help individuals and businesses protect their assets, reduce risk, and build long-term financial stability.
This unique blend of experience in capital markets, retirement planning, real estate, and insurance allows me to lead Welfeld Group with a clear and simple mission.
Our Vision
"To be partners far beyond just an insurance agent or financial advisor."
Meet Welfeld Group: the expertise and values
behind your financial partnership
At Welfeld Group, our vision is to be much more than just an insurance agent or financial advisor; we are your true partner for the journey. We’re the partner who sees the big picture, understands the complexities, and builds a customized 360° support system for you. This covers everything from pension analysis, health and life insurance, and real estate investment analysis to financial guidance and optimizing your loans and mortgages.
Our clients know they’re not alone, they know we’ve got their back. They have someone who genuinely cares for them, with no hidden agendas. Someone they can trust. This isn’t just a job for us; it’s a personal commitment.
Our Core Values:
Full 360° under one roof
nsurance, pensions, finance, and real estate with a wide-angle view
Service, honesty, and transparency
cting solely in the client’s interest with personal and ongoing support
Long-term thinking & commitment to results
not quick fixes; we build a long-term strategy to protect and grow your financial future
A tailored approach for immigrants and foreign-language speakers
We understand the challenges and support you with patience and clarity.
Deep understanding of the Israeli market
We understand the challenges and guide you with patience and clarity.
Long-term commitment to partnership
Expertise and specialized knowledge for navigating Israel’s unique complexities and opportunities.