Avani Ramnani helps clients set up a financial strategy that brings together various aspects of investment management, retirement planning, cash flow, tax management, insurance, real estate, and estate planning to help them achieve peace of mind. She builds deep long-term relationships with clients to understand their unique situations and works closely with them to modify and adapt financial strategies as life unfolds.Avani is a CERTIFIED FINANCIAL PLANNER™ practitioner. She has earned a certificate in financial planning from the College of Financial Planning in Denver, CO. She also holds a Masters and a Bachelor’s degree in Business with specialization in Finance. Avani is a member of the Alliance of Cambridge Advisors, a leading network in the area of fee-only financial planning. Over her decade–long career in the field she has developed her expertise in the areas of Tax Planning, Financial Planning, and Investment Management. She has been quoted extensively in the media in publications such as Business Week, Kiplinger’s, Bloomberg, Investment News, SmartMoney and Chicago Tribune.Avani extends her passion in the field of personal finance by dedicating time to teach children and young adults about money and how to have a functional relationship with it. She volunteers with organizations such as High Water Women and Savvy Ladies to pursue this cause. To refine her lessons, she experiments with teaching techniques on her two young children. She is also a fun-loving mom who lives with her family in New York City.