Avi Pai, Cfp® Email & Phone Number

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:

Listed skills include Matlab, C++, Microsoft Office, Microsoft Excel, and 13 others.