Avi is a co-founder and managing partner of Provence Wealth Management Group, one of the most reputable wealth advisory firms in Southern California. Avi started his career at American Express Financial Advisors (now Ameriprise) as an Advanced Financial Advisor. In 2005, Avi also became an Advisor Coach where the firm leveraged his financial planning and analysis skills to mentor other advisors and build complex financial plans for their clients. In August 2007, Avi decided being independent would allow him to focus more on his clients over a firm’s goals and left for LPL Financial and to help found Provence Wealth Management Group. Avi’s passion for helping people is always present when cre