Percy J. Avetrani
Founding Advisor Avetrani Financial @Northwestern Mutual
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WORK HISTORY
Founding Advisor Avetrani Financial @Northwestern Mutual
As the founding advisor at Avetrani Financial, the firm relies on my leadership for continued growth, strategic service offerings and exceptional client service. Our team believes in a systematic approach to financial planning, while never losing the heart and soul of connecting deeply with their clients. Who We Serve: Business Owners Professionals Approaching Retirement Attorneys Physicians What We Do: Behavioral Financial Planning Strategic Wealth Management Solutions Retirement Income & Distribution Planning Group Benefit Design & Implementation Retirement Plan Design & Management Business Continuity & Estate Planning Executive Compensation Design
ABOUT PERCY J. AVETRANI
I am the founder of a boutique wealth management firm that focuses on: Financial…
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