Avi Pai, Cfp®

Avi Pai, Cfp® Email and Phone Number

Instructor - Division of Continuing Education @ UC Irvine
Newport Beach, CA, US
Avi Pai, Cfp®'s Location
Newport Beach, California, United States, United States
Avi Pai, Cfp®'s Contact Details
About Avi Pai, Cfp®

Avi is the Managing Partner of Provence Wealth Management Group and a Financial Advisor that practices comprehensive financial planning and investment consulting services through Provence Wealth Management Group Inc. Avi started his career at American Express Financial Advisors which later became Ameriprise Financial. While there, he was a member of the Advanced Advisor Group and an Advisor Coach. Avi joined LPL Financial in August of 2007 where he was offered a Managing Partner position in the private office of Provence Wealth Management Group.Avi earned his Bachelors of Science in Computer Science from the University of California, Riverside in 2002. Since then, Avi has earned the following designations:2005 - Certified Retirement Planning Counselor (CRPC® - College of Financial Planning)**2006 - CERTIFIED FINANCIAL PLANNER™ professional (CFP® - CFP Board)2006 - Accredited Wealth Management Advisor (AWMA(sm) - College of Financial Planning)2010 - Accredited Investment Fiduciary (AIF®) - fi360 Institute2011 - OC Metro's annual "40 Top Business Executives Under 40"In addition to working with clients, Avi also teaches CFP curriculum at the University of California, Irvine to fellow financial professionals.2015 - Financial Times "401 Top Financial Advisers"Avi Pai Fina is a registered representative with, and offers securities through LPL Financial, member FINRA/SIPC. www.finra.org, www.sipc.org. Advisory services offered through Provence Wealth Management Group Inc. a registered investment advisor and separate entity from LPL Financial. For a list of states I am registered to do business, please visit: www.provencewealth.comThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Focus: Avi has experience in dealing with:

Avi Pai, Cfp®'s Current Company Details
UC Irvine

Uc Irvine

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Instructor - Division of Continuing Education
Newport Beach, CA, US
Website:
provencewealth.com
Employees:
3
Avi Pai, Cfp® Work Experience Details
  • Uc Irvine
    Instructor - Division Of Continuing Education
    Uc Irvine
    Newport Beach, Ca, Us
    View
  • Provence Wealth Management Group
    Managing Partner / Certified Financial Planner™
    Provence Wealth Management Group Aug 2007 - Present
    Irvine, Ca
    We are a leading provider of comprehensive financial counseling and education services for corporate executives, employees, as well as high-net-worth individuals and families. We work with attorneys and other advisors in an effort to achieve comprehensive and coordinated planning, sophisticated reporting, and thorough implementation.Mission StatementCreate an enduring relationship founded on trust, respect and mutual interest that integrates valuable financial advice with a profound sense of ownership and responsibility.Views expressed in these posts are the current opinion of the author, but not necessarily those of Provence Registered Investment Advisor, LLC. The author’s opinions are subject to change without notice. The information shared was received from sources believed to be reliable, but accuracy is not guaranteed. Any person or entity endorsed or recommended is not affiliated with Provence Registered Investment Advisor, LLC.
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  • Uc Irvine
    Instructor - Division Of Continuing Education
    Uc Irvine Sep 2006 - Present
    Teaching courses in personal financial planning for the CFP curriculum.
    View
  • Ameriprise Financial
    Advanced Financial Advisor
    Ameriprise Financial Mar 2003 - Jul 2007
    View
  • American Express Financial Advisors
    Advanced Financial Advisor / Advisor Coach
    American Express Financial Advisors 2004 - 2005
    View

Avi Pai, Cfp® Skills

Matlab C++ Microsoft Office Microsoft Excel Public Speaking Java Windows Pspice Html Cadence Virtuoso Cadence Synopsys Tools Powerpoint Sql Customer Service Microsoft Powerpoint Teamwork

Avi Pai, Cfp® Education Details

Frequently Asked Questions about Avi Pai, Cfp®

What company does Avi Pai, Cfp® work for?

Avi Pai, Cfp® works for Uc Irvine

What is Avi Pai, Cfp®'s role at the current company?

Avi Pai, Cfp®'s current role is Instructor - Division of Continuing Education.

What is Avi Pai, Cfp®'s email address?

Avi Pai, Cfp®'s email address is ap****@****tpx.com

What is Avi Pai, Cfp®'s direct phone number?

Avi Pai, Cfp®'s direct phone number is +194991*****

What schools did Avi Pai, Cfp® attend?

Avi Pai, Cfp® attended Uc Irvine, University Of California, Riverside.

What are some of Avi Pai, Cfp®'s interests?

Avi Pai, Cfp® has interest in Drums, Scuba, Exercise, Golf (Not That I'm Any Good).

What skills is Avi Pai, Cfp® known for?

Avi Pai, Cfp® has skills like Matlab, C++, Microsoft Office, Microsoft Excel, Public Speaking, Java, Windows, Pspice, Html, Cadence Virtuoso, Cadence, Synopsys Tools.

Who are Avi Pai, Cfp®'s colleagues?

Avi Pai, Cfp®'s colleagues are Fina L Sneed, Cfp®, Alley Ruiz.

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