Avi Pai Email & Phone Number
Instructor - Division of Continuing Education @ University of California, Irvine Division of Continuing Education
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Avi Pai Location
- Newport Beach, CA, US
Avi Pai Work
- Partner | Principal Private Wealth Advisor @ (May 2025 - Present)
- Managing Partner | Certified Financial Plannerâ„¢ (Provence Wealth Management Group) @ (August 2007 - April 2025)
- Financial Advisor @ (August 2007 - Present)
- Instructor - Division of Continuing Education @ (September 2006 - Present)
- Advanced Financial Advisor @ (March 2003 - July 2007)
- Advanced Financial Advisor and Advisor Coach @ (January 2004 - January 2005)
Avi Pai Education
- UC Irvine
CFP (Personal Financial Planning)
2002-2005 - University of California, Riverside
Bachelor of Science (Computer Science)
1997-2002
Avi Pai Skills
- Retirement Planning
- Small Business
- Securities
- Personal Finance
- Wealth
- Investments
- Investment Advisory
- Pensions
- Financial Services
- Asset Management
- Financial Planners
- Series 7
- Portfolio Management
- Management
- Finance
- Tax
- Asset Allocation
- Mutual Funds
- Asset Managment
- Investment Strategies
- Wealth Management
- Strategic Financial Planning
- Retirement
- Insurance
- Financial Advisory
- Financial Planning
Avi Pai Summary
- Avi Pai, based in Newport Beach, CA, US, is currently a Instructor - Division of Continuing Education at UC Irvine. Avi Pai brings experience from previous roles at Revant Wealth, LPL Financial and Ameriprise Financial. Avi Pai holds a 2002 - 2005 CFP in Personal Financial Planning @ UC Irvine. With a robust skill set that includes Retirement Planning, Small Business, Securities, Personal Finance, Wealth and more. Avi Pai has 3 emails and 1 mobile phone numbers on RocketReach.
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