Avi Zellman

About Avi Zellman

In my role as a Financial Planner for Prudential, my focus is to provide honest service and financial strategies that will help my clients achieve their personal financial goals. My mission is to be a trusted financial resource for my community by providing a variety of financial products combined with superb service. I believe that financial education is an essential part of life planning, and I’m happy to share my knowledge with you. My areas of experience include:• Assisting in the clarification, understanding and quantification of client’s financial goals and needs.• Assisting clients in gathering the information needed to prepare the financial plan.• Creating financial plans that provide information and strategies to help my clients make better informed financial decisions.• Educating clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meeting with family members, executors and other advisors to discuss my clients’ financial plan, if desired, for a concerted effort.• Periodically updating the clients’ financial plan, if desired, to help clients make adjustments due to our ever-changing environment.Prior to starting my career with Prudential, I attended the University of Washington and I received degrees in Business Administration (Accounting) with Honors and Anthropology with a minor in Jewish Studies. After graduation, I worked as a teacher and instructional coach in Oakland Unified School District for 13 years earning my National Board Certification, writing secondary mathematics curriculum for the network, and building data systems to better identify areas of need and success. When I\'m not helping my clients achieve their financial goals, my hobbies include hiking, going on adventures with my family, cooking, and playing basketball. I feel that my unique combination of educational, professional, and personal experience has helped me become the successful Financial Planner that I am today.Together we can identify your goals for your future and create a financial strategy that will help support them.

Experience

1. Financial Planner at Pruco Securities, Llc

   Prudential Financial

   Aug 2023 — Present · Brooklyn, NY, US

   Assists in the clarification, understanding and quantification of client’s financial goals and needs. • Assists clients in gathering the information needed to prepare the financial plan. • Creates a financial plan that provides information and strategies to help clients make better informed financial decisions. • Educates clients on solutions to the potential hidden risks that may disrupt their financial plan. • Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort. • Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever-changing environment.

Education

• University of Washington

  BA, Anthropology and International Studies

  2004 — 2009

• UW Foster School of Business

  BBA, Accounting, International Business, Management

  2004 — 2009

Skills

• Systems Analysis
• Staff Development
• Microsoft Office
• Event Planning
• Program Management
• Statistical Data Analysis
• Mathematics Education
• Fundraising
• Differentiated Instruction
• Leadership Development
• Community Outreach
• Educational Leadership
• Mathematics
• Excel
• Large Group Facilitation
• Data Modeling
• Data Analysis
• Blended Learning
• Classroom
• Nonprofits
• Instructional Technology
• Social Media
• Data Driven Instruction
• Microsoft Excel
• Marketing
• Coaching
• Public Speaking
• Teaching
• Time Management
• Team Facilitation
• Leadership
• Google Apps
• Research
• Educational Technology