Avi Bialo is a Wealth Management Advisor who has quickly established a notable reputation for financial advice, committed customer service and building strong and lasting relationships with his clients.
Avi’s financial expertise integrates both growth and/or fixed-income assets by strategically customizing a portfolio that meets the needs and objectives of the individual client.
By using financial instruments, such as fixed income products, Avi strives to provide his clients with steady returns, while offering liquidity and keeping volatility to a minimum.
“I believe that each client’s portfolio will vary from each other, however, underlying in each portfolio, I strive to meet the goals of the individual through research and diversification.”
Avi is FINRA licensed as a General Securities Representative, (Series 7), Securities Agent, (Series 63) Investment Advisor, (Series 65) and holds a California Insurance License for Life & Variable Contracts. (License # 0I73067)
Born and raised in Los Angeles, Avi spends his time outside of the office with family, friends, enjoying hiking, racquetball, bowling and fishing.
Receiving a bachelor degree from the Oberlin College and Conservatory and a master degree from The Juilliard School, Avi continues his childhood aspiration of performing classical, jazz and contemporary music. As a trumpet player, Avi has had the pleasure of performing with the Los Angeles Philharmonic, Mozaic Festival Orchestra, L.A. Jewish Symphony, as well as for movie and television soundtracks.
Woodland Hills, CA 91364