Arie Eitani

Arie Eitani: Email & Phone Number

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Associate Planner at URS Advisory|Boca Raton, Florida, United States

Position:

Associate Planner at URS Advisory

Location:

Boca Raton, Florida, United States

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Last updated: 2026-08-07
Updated: 2026-08-07

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Work Experience 3 years

Associate Planner at URS Advisory

Jul 2026 - Current

Captain at Heavener Second-Year Experience

Sep 2025 - Jul 2026

Associate Director at Finance Professional Development Program (FPD)

Jan 2025 - Jul 2026

Director of Current Events at Finance Professional Development Program (FPD)

Apr 2024 - Jan 2025

Wealth Management Analyst at Finance Professional Development Program (FPD)

Jan 2024 - Apr 2024

Family Relations Captain at Dance Marathon at the University of Florida

Sep 2023 - Jul 2026

Client Relations Intern at Fidelity Investments

Jun 2025 - Aug 2025

Co-Founder at Matt and Arie Holdings

Dec 2023 - Dec 2024

Arie Eitani started working in 2023, then the employee has changed 5 companies and 7 jobs. On average, Arie Eitani works for one company for 11 months.

Arie is proficient in Hebrew. Their professional focus is Client Relations, Educational Leadership, and Financial Modeling across 3 core areas.

Arie holds Series 65 - Uniform Investment Adviser Law Examination, Asset Classes and Financial Markets, and Securities Industry Essentials Examination (SIE) certifications.

Education

Bachelor of Science - BS at University of Florida

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