Avi helps clients achieve confidence, clarity & peace of mind by focusing on Empowered Wealth principles, concepts, and tools to identify what matters most to his clients. He and his firm then develop unique customized financial plans that address investment, insurance, retirement, tax and estate planning needs. Avi strives to make sure that clients’ financial choices are congruent with their goals so that they can enjoy what is most important in life to them.
Committed to the importance of financial education, Avi has conducted numerous financial education seminars and workshops including the comprehensive ‘Financial Strategies for Successful Retirement’ course. Avi has experience working with 401(k) and 403(b) employer sponsored retirement plans, helping employees with their business and financial planning needs.
He is a registered investment advisory representative with Voya Financial Advisors and has the series 7, 26 (Principal), 63 and 65 securities registrations. He has Life, Health and Disability insurance licenses including the Long Term Care certificate required by the State of PA.