Avi Pai
Partner | Principal Private Wealth Advisor
- Role
- Financial Advisor at LPL Financial
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Avi Pai
Avi brings over 21 years of experience helping families reach their financial…
Experience
Financial Advisor
Aug 2007 — Present
Education
University of California, Riverside
Bachelor of Science, Computer Science
1997 — 2002
UC Irvine
CFP, Personal Financial Planning
2002 — 2005
Skills
- Securities
- Retirement
- Strategic Financial Planning
- Investment Advisory
- Pensions
- Asset Allocation
- Mutual Funds
- Financial Advisory
- Finance
- Small Business
- Series 7
- Insurance
- Investment Strategies
- Asset Managment
- Investments
- Retirement Planning
- Financial Services
- Management
- Wealth Management
- Portfolio Management
- Personal Finance
- Financial Planners
- Financial Planning
- Wealth
- Asset Management
- Tax
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