Avaii Wealth Management
The word "avaii" can be traced back to Latin roots for “life plan” and that’s exactly what we provide. When our partners founded Avaii Wealth Management, they did so based on a simple and common-sense approach to financial planning and wealth management – always put our clients first. As such, we craft actionable ideas based on your individual needs in a language you can understand. Together, we offer a clear, comprehensive, and individualized life planning strategy. Whether your focus is on building a strong financial foundation or ensuring a secure and comfortable retirement, we're here to help you achieve your financial goals.
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Verified contacts
14
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
41
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- BB
Ben Baker
Tax Director · Finance & Accounting
EmailPhone - MM
Malorie Marquez
Director of Operations · Operations
EmailPhone - MN
Mark Nelessen
Wealth Advisor · Finance & Accounting
EmailPhone - PK
Peter Kerntke
Wealth Advisor · Finance & Accounting
EmailPhone - JM
Joe Maestas
Financial Planning and Compliance Associate · Other
EmailPhone - CD
Christian Doule
President, Wealth Advisor · General Business & Management
EmailPhone - MD
Mark D. Truettner
Partner - Wealth Advisor · Sales & Business Development
EmailPhone - WF
William Fenili
Wealth Advisor · Finance & Accounting
EmailPhone - CS
Charity Schiltz
Financial Planning Associate · Finance & Accounting
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Avaii Wealth Management
10 distinct titles indexed · top 10 shown.
- 4wealth advisor
- 2financial planning associate
- 1director of operations
- 1financial planning and compliance associate
- 1health and wellness coach
- 1partner - wealth advisor
- 1partner, director of investments and planning
- 1partner, wealth advisor
- 1president, wealth advisor
- 1tax director
Sign up to unlock all 14 contacts at Avaii Wealth Management
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