Avi Bialo is a Financial Advisor at Arete Wealth Management in Woodland Hills, CA
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)
