Sign In
Get Clay Free →

Suggestions

    Avi Bialo

    Wealth Management: A Sophisticated Approach to Investing and Wealth Building.

    Avi Bialo is a dedicated wealth advisor with a specialization in assisting individuals, retirees, business professionals, and small business owners. He focuses on crafting personalized portfolios tailored for growth, retirement planning, and income generation, empowering clients to enhance their wealth or sustain themselves through generated income. Avi advocates for diversification in portfolios to mitigate market fluctuations. Being an independent Wealth Management Advisor and Fiduciary affords him the liberty to curate portfolios with a vast selection of investment options, utilizing modern portfolio management techniques, institutional modeling, and alternative investments to establish well-diversified portfolios aligned with each client's unique needs. His meticulous due diligence and adherence to compliance standards are geared towards achieving stability and meeting individual financial goals. Avi is also an accomplished trumpet player who has performed with renowned orchestras like the LA Philharmonic and the Phoenix Symphony. He holds a master's degree in music performance from The Juilliard School and a bachelor's degree from the Oberlin Conservatory. Actively engaged in his community, Avi participates in various nonprofit organizations, alumni groups, and serves as a board member for his HOA. Besides his professional pursuits, Avi enjoys traveling, playing Racquetball, exploring culinary experiences, and cherishes his role as an uncle. Avi takes pride in his association with Arete Wealth Management, a distinguished firm recognized as a Top Independent Broker-Dealer for 2018-2019. He possesses a California Insurance License for Life & Variable Contracts along with FINRA licenses including General Securities Representative (Series 7), Securities Agent (Series 63), and Investment Advisor (Series 65).

    Avi Bialo
    Add to my network

    Location

    Los Angeles County, California, United States