Avi Bialo
Avi Bialo, is the Founder & CEO of Wealth Solutions 360. In 2024, Avi embarked on a mission to redefine the landscape of wealth management. Recognizing the shortcomings and inefficiencies prevalent in the financial industry, he envisioned a comprehensive firm that would revolutionize the way wealth is managed.
Driven by a passion for excellence and a commitment to his client’s financial well-being, Avi founded Wealth Solutions 360 with a singular goal: to provide a holistic approach to wealth management. At Wealth Solutions 360, Avi seeks to address every facet of his clients’ financial lives, offering a wide range of services that encompass financial planning, investment management, tax-efficient investments, and risk preservation strategies.
With a keen understanding of the complexities of wealth management, Avi is dedicated to creating a platform that not only meets but exceeds the expectations of his clients. By integrating cutting-edge technology with personalized financial expertise, Wealth Solutions 360 aims to set new standards in the industry, offering unparalleled service and innovative solutions tailored to each client’s unique needs.
With a forward-thinking vision and an unwavering commitment to excellence, Avi is shaping a legacy built on trust, integrity, and a dedication to guiding his clients toward a future of financial success and security.
Avi holds a FINRA (Series 7) license as a General Securities Representative, Securities Agent (Series 63), and Investment Advisor (Series 65) State License. Furthermore, he holds a California Insurance License for Life and Variable Contracts (License #0I73067).
Personal Background:
Avi, a native of Los Angeles, values the moments beyond his office walls. He finds great joy in sharing quality time with loved ones and embarking on global adventures. As a proud uncle to three, he relishes the opportunity to create lasting memories with the younger generation. Avi’s hobbies are a testament to his profound affinity for the outdoors, including hiking, golf, tennis, surfing, racquetball, and deep-sea fishing.
Musical Passion:
Avi’s intellectual pursuits extend beyond the realm of finance. He is a graduate of Oberlin College and Conservatory with a bachelor’s degree and holds a master’s degree from The Juilliard School. Avi’s childhood aspiration of performing classical, jazz, and contemporary music is very much alive. As a skilled trumpet player, he has had the honor of performing with prestigious ensembles such as the Phoenix Symphony, Los Angeles Philharmonic, and the L.A. Jewish Symphony.
In addition to his orchestral endeavors, Avi has made notable contributions to the world of soundtracks, films, television, and commercials. His talents have been featured in commercials for brands like CarMax and Buick, educational materials produced by Alfred Music Publishing, and his trumpet can be heard on various recordings, including “The Adventures of Belvis Bash,” “Lil Big Ups” on Nickelodeon, and album such as “Women of Valor” and “The Music of Eric Zeisl.”
Avi has a deep passion for bridging the gap between music and finance. He takes great pleasure in working with musicians to help them achieve financial stability. This unique blend of financial expertise and a love for music allows him to connect with clients on a personal level and provide tailored financial solutions that align with their artistic pursuits.
