Professionally

Avani has nearly 20 years of experience in the financial industry and her expertise is recognized nation-wide. She is the Director of the National Association of Divorce Professionals (NADP) Manhattan Chapter and is quoted extensively in media outlets such as CNBC, Wall Street Journal, and Investment News, to name a few.

Avani holds a Bachelor’s degree in finance and an MBA with a specialization in finance from one of India’s top 10 business schools. She holds the Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Private Wealth Advisor® (CPWA®) designations. Avani is a member of the firm’s investment committee and plays a key role in researching and reviewing our portfolio holdings and investment philosophy. She started her career in strategy consulting, providing technology solutions to large companies. After six years of advising the C-suite, Avani found her way back to her first love, finance. She completed her financial planning educational certification from the College of Financial Planning, in Denver.

Personally

Avani grew up in India. As a child she dreamed of putting on a business suit and “playing” with numbers and jigsaw puzzles every day. She is happy to report that the dream came true! Avani works with exceptional clients who come with all the financial pieces of their life to sort through. She fits them all together to create a beautiful financial mosaic. Avani is also a loving mom and wife who enjoys teaching kids about money. She frequently experiments on her two daughters and creates lessons based on the success of her experiments. Avani enjoys traveling to the south of France, hiking, and eating anything spicy and vegetarian from around the world.

Purpose

Growing up, I was fortunate to have a role model in my mother who took care of our family’s finances. However, I also saw how negative emotions around money can lead to poor decisions. I strive to be a financial confidant to my clients, empowering them to break through their emotions around money and lead a life of confidence.