Avani Ramnani - CFP®, CDFA®, CPWA®
Avani works hard to create lasting relationships with each client, enabling them to feel a sense of comfort and ease with their finances. She is an avid educator and helps her clients understand their portfolios thoroughly, as well as the risks to their investments, and the life choices which impact their long-term financial picture. Avani is an expert in investment management, retirement planning, cash flow, tax management, insurance, real estate, and estate planning.
Clients know that Avani is available, not just for big-picture planning, but also for practical help with all kinds of financial transactions, big and small. Avani is not only focused on clients, but also on the Francis Financial team. She passionately encourages the team to continually learn and grow on a professional and personal level. Avani recently received The Smart CEO Executive Management Award celebrating her leadership.
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.