Kevin Fix

Role
Avior Wealth Management, Llc
Location
Columbus, OH, US
LinkedIn followers
500 followers

About Kevin Fix

As a CPA and Certified Financial Planner, I take a fiduciary approach to client service…

Experience

  1. Avior Wealth Management, Llc

    Present

Skills

  • Financial Planning
  • Investment Strategies
  • Finance
  • Preparation of Business Cases
  • Personal Tax Planning
  • Financial Reporting
  • Capital Markets
  • Business Planning
  • Small Business
  • Business Model Development
  • Business Valuation
  • Strategy
  • Succession Planning
  • Securities
  • Estate Planning
  • Ipo
  • Corporate Finance
  • Risk Management
  • Financial Markets
  • Financial Management
  • Managerial Finance
  • Acquisition Integration
  • Bank Financing
  • Risk Management Consulting
  • Financial Services
  • Management
  • Retirement Planning
  • Strategic Financial Planning
  • Mergers & Acquisitions
  • Financial Accounting
  • Performance Consulting
  • Investment Management
  • Portfolio Management

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Kevin Fix — Avior Wealth Management, Llc in Columbus, OH, US | Unifers