Avi K. Pai
CFP®, CRPC®, AWMA®, AIF® – Partner |
Principal Private Wealth Advisor
SUMMARY
- Designations: CFP®, CRPC®, AWMA®, AIF®
- Specialist in investment and tax strategies for high-net-worth families, executives, and entrepreneurs
- Passion for financial planning, music, teaching, and philanthropy (education & food scarcity)
- “The stock market is a device for transferring money from the impatient to the patient.” – Warren Buffett
(949) 393-2002 ext. 101
Avi is a Partner and Principal Private Wealth Advisor at Revant Wealth, where he helps high-net-worth individuals and families navigate life’s financial complexities with clarity, confidence, and purpose.
At Revant Wealth, Avi partners closely with clients to design tailored strategies for retirement income, business transitions, and multi-generational wealth planning. Specializing in advising entrepreneurs, small business owners, and corporate executives, Avi addresses complex tax strategies, liquidity events, and succession planning with precision and care.
Avi earned his Bachelor of Science in Computer Science from the University of California, Riverside in 2002. He began his financial advisory career at American Express Financial Advisors (now Ameriprise Financial), where he also coached fellow advisors on implementing sophisticated financial strategies. Since 2012, he has consistently qualified for LPL Financial’s Masters Program, placing him among the top 3% of LPL’s 29,000 advisors based on annual production. Avi holds multiple advanced industry credentials, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Retirement Planning Counselor℠ (CRPC®), Accredited Wealth Management Advisor℠ (AWMA®), and Accredited Investment Fiduciary® (AIF®).
Avi believes deeply in trust, transparency, and lifelong partnership as foundational elements of every client relationship. His approach blends technical expertise with a genuine commitment to understanding clients’ unique stories, goals, and values.
Outside of Revant Wealth, Avi has taught CFP® curriculum at the University of California, Irvine since 2006. His contributions to the industry have earned him notable accolades, including Investment News’ “40 Under 40,” recognition as a Distinguished Instructor at UC Irvine, and inclusion in Financial Times’ “401 Top Financial Advisers.” He also served a two-year term on LPL Financial’s Advisor Ambassador Council, collaborating with firm leadership to enhance the advisor and client experience across the platform.
In his personal life, Avi enjoys spending quality time with his family, maintaining an active lifestyle, exploring global cultures through travel, and indulging his lifelong passion for music. He remains dedicated to mentoring, teaching, and exploring topics at the intersection of technology and financial strategy.
