Inspired by heartache, motivated by clarity
Safeguarding our community’s wealth
How much more so must a person be careful with his assets
Thousands of investments. Countless losses. A group of people who cared.
Transparity is the brainchild of Rabbanim and community leaders. They were often approached for advice on investments that had gone bad and witnessed fierce pain. They heard stories of devastating losses where hopes were torn to shreds, dreams turned into nightmares, and families were splintered. They saw too many devastating aftershocks following financial devastation that affected physical and mental well-being. They watched generations of families suffering from one reckless investment.
They wanted to help. That’s how Transparity began.
Transparity is a non-profit organization dedicated to promoting transparency and clarity in investing through awareness, education, and guidance. Our goal is to protect our community from financial loss by empowering investors to make smart decisions.
One who monitors his assets daily will find financial gains
What we stand for
Transparency
Every investor deserves solid advice and guidance from someone who doesn’t have a stake in the deal.
Clarity
Everyone should understand what they’re investing in, what to look out for, and how to evaluate if a deal is appropriate for them.
Responsibility
Every investment should have best practices, accountability, and high ethical standards.
Who we are
Transparity Reviewers
Eli Weingarden CPA
CFO Crystal Capital Group
Eli is a Certified Public Accountant with more than 15 years of accounting and management experience. Eli devoted his first six years in public accounting at Ernst and Young in the financial sector. He then transitions into the private sector and more recently has opened his own consulting service, Crystal Capital Group. Crystal Cap Group actively manages and provides guidance on passive investments, as well as assist in maintaining trust & estate cash flow requirements.
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Berel Sitzer CPA
Advisor Able Wealth Management
Berel is a Certified Public Accountant and wealth management advisor dedicated to helping individuals and families build and sustain a strong financial foundation. At Able Wealth Management, Berel focuses on providing personalized investment, tax planning, and financial strategies to guide clients through each stage of their financial journey. Drawing on deep experience in these areas, he offers straightforward and practical advice, aimed at helping clients grow and preserve their wealth while working to achieve their financial goals. Separately, in his role as part of Transparity, Berel provides financial education aimed at helping individuals gain valuable insights and develop a clearer understanding of key financial concepts. His approachable style ensures that participants feel more informed and confident about their financial planning decisions.
Disclosure: Educational information and content provided by Berel Sitzer are offered solely for educational purposes and are separate from any advisory services offered through Able Wealth Management. No personalized financial advice is provided during these sessions. The information presented is intended to offer general educational insights and does not constitute specific investment, tax, or financial advice. Views expressed by Berel Sitzer are his own and do not necessarily reflect the views of Able Wealth Management. Participation in these educational sessions does not establish an advisory relationship with Berel Sitzer or Able Wealth Management. For questions regarding compliance, educational services, or the separation of activities, please contact Able Wealth Management’s Chief Compliance Officer.
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Yehuda Newman
CEO Sentinel Peak Investors Resources
Yehuda has over a decade of experience in Due Diligence and Asset Management at various large investment firms. Over the course of his successful career, Yehuda Newman has sourced, underwritten, and reviewed billions of dollars of commercial real estate opportunities. With extensive experience personally inspecting hundreds of assets across dozens of markets nationwide, he has worked across the Multifamily, Industrial, and Office sectors. While serving for many years on the Investment Committee of a mid-sized private equity fund, Mr. Newman honed the ability to identify and evaluate investments with compelling risk-adjusted returns, helping investors prudently and profitably deploy capital.
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Zev Fischman
CFO Holdingz
Zev is a seasoned professional with a decade of experience in business finance and operations across diverse sectors. He has underwritten hundreds of millions in potential acquisitions within the Nursing Home, Industrial Warehouse, and Self-Storage industries. Zev’s extensive operational background provides him with a unique and insightful perspective when evaluating investment opportunities.
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Nachi Gurman
Director of Acquisitions and Asset Management
Nachi brings a strong background in the real estate industry. With years of experience underwriting multifamily real estate deals and overseeing asset management across the United States, he has developed extensive expertise in analyzing asset value and operational efficiency. Nachi's deep understanding of deal analysis, underwriting, and asset management allows him to navigate the complexities of the industry effectively. Over the years, he has honed his due diligence and management skills, ensuring thorough and successful review and oversight processes. Through Transparity, he is excited to share his expertise, helping others benefit from his knowledge. Read More Read Less
