Ariel Serber

Ariel Serber is an advocate for financial literacy and freedom, through education and empowerment. He has been advising individuals, families, and businesses on wealth, risk, M&A, succession and estate planing issues for over two decades. He is also the Publisher of Secure the Bag, a financial media enterprise focusing on the stories of entrepreneurial, investment, and business success.  

Education

  • Bachelor's degree in TV/Radio, Brooklyn College

Accolades

  • Publisher of Secure the Bag financial media enterprise
  • Featured speaker at financial seminars and events
  • 24 event appearances as speaker
  • Director of Client Success at Lions Financial  

Expertise in

  • Risk management,
  • Wealth management
  • Business succession planning
  • Estate planning
  • Retirement strategies
  • Executive benefits
  • Employee group benefit plans

Failing to plan is planning to fail.

Get to Know Our Experts

Dave Ramsey

Read Bio

Expert Socials

Barbara Corcoran

Read Bio

Expert Socials

Brian Jung

Read Bio

Expert Socials

Mark Cuban

Read Bio

Expert Socials

BEFORE YOU GO

See Today's Best
Banking Offers

Looks like you're using an adblocker

Please disable your adblocker to enjoy the optimal web experience and access the quality content you appreciate from GOBankingRates.

  • AdBlock / uBlock / Brave
    1. Click the ad blocker extension icon to the right of the address bar
    2. Disable on this site
    3. Refresh the page
  • Firefox / Edge / DuckDuckGo
    1. Click on the icon to the left of the address bar
    2. Disable Tracking Protection
    3. Refresh the page
  • Ghostery
    1. Click the blue ghost icon to the right of the address bar
    2. Disable Ad-Blocking, Anti-Tracking, and Never-Consent
    3. Refresh the page