Profile

Avi Pai, CFP®, CRPC®, AIF®

Managing Partner and a Certified Financial Planner Practitioner

Bio

Avi Pai, CFP®, CRPC®, AIF® is Managing Partner and a Certified Financial Planner Practitioner with the Irvine office of Provence Wealth Management Group (LPL Financial). He provides comprehensive financial planning and investment advice services. His expertise is in wealth accumulation for successful younger individuals, "sudden wealth" situations, as well as retirement planning for pre-retirees. Avi and his Irvine team manage over $130m of personal client wealth as well as corporate retirement plans such as 401ks and Defined Benefit Pension plans. In 2011, Avi was named one of the “Top 40 Business Professionals Under 40” by Orange County Metro Magazine.

Courses

Fundamentals of Personal Financial Planning