Mendel Harlig

Energizer
DISC Type : I

Founder & Investment Adviser Representative at Harlig Financials LLC

Miami, Florida, United States

Overview

Mendel Harlig is the Founder and Investment Adviser Representative of Harlig Financials, a Florida-based RIA. He combines his Juris Doctor and Master of Science in Finance, both from the University of Florida, to offer personalized investment management and financial planning focused on long-term, relationship-driven strategies.

Outside of his financial practice, Mendel is passionate about martial arts, travel, and continuous learning. During his time at university, he was a supporter of campus community organizations, demonstrating a commitment to helping others and fostering a sense of community beyond his professional work.

He applies the discipline and creativity from hobbies like martial arts to his approach in both life and investing.

Personality Overview

Informal

Believer

Enthusiastic

They are friendly, approachable and love to make new connections.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Fiduciary Advice
His firm is built on providing advice with no commissions or sales incentives, focusing on lifelong relationships built on honesty, transparency, and trust.
Long-term Investing
Emphasizes a disciplined, long-term approach to investing that is rooted in research, fundamentals, and patience to help clients achieve their financial goals.
Financial Well-being
His stated passion is helping individuals make intentional financial choices to optimize their finances, invest with purpose, and improve their overall well-being.

Media Appearances

Mendel has no verified media appearances

Work History

8-2025
Founder & Investment Adviser Representative at Harlig Financials LLC
2-2023 - 11-2025
Senior Analyst, Strategic Finance at Pediatrix Medical Group
12-2021 - 2-2023
Financial Analyst II at Norwegian Cruise Line Holdings Ltd.
6-2020 - 12-2021
Financial Analyst & Cost Accountant at Nestlé
5-2019 - 8-2019
Division of Enforcement Intern at U.S. Securities and Exchange Commission

Education

2019 - 2020
Masters of Science in Finance from University of Florida - Warrington College of Business
2017 - 2020
Juris Doctor from University of Florida - Fredric G. Levin College of Law

More Information

Social Presence :

Prographics :

Exp : 5 Location : Miami, Florida, United States Job Level : Leadership Designation : Founder & Investment Adviser Representative at Harlig Financials LLC
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Insights For Selling To Mendel

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Be friendly and entertaining in your conversation

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t assume a yes just because they have not said no
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mendel is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Mendel

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Mendel move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Mendel take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Mendel

Personality Compatibility


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