Avinash “Avi” Pai.
For more than two decades, Avi has helped families turn the complexity of their financial lives into a plan considered enough to pass on.
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The work at Revant.
As Partner and Principal Private Wealth Advisor, Avi designs tailored strategies for retirement income, business transitions, and multi-generational wealth planning. He works most closely with entrepreneurs, small business owners, and corporate executives, addressing complex tax strategies, liquidity events, and succession planning with the precision the moments demand.
The stock market is a device for transferring money from the impatient to the patient.
Warren Buffett
Education, credentials, and career.
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®).
How Avi works with clients.
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.
Teaching, recognition, and service.
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.
Outside the firm.
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, and gives back through causes close to him, particularly in education and food scarcity.
Have a conversation with Avi.
Schedule a conversation
Step one.
Dream freely.
Every Revant relationship begins the same way, a quiet conversation about the life you're building, before any numbers are modeled. Share where you are and what you're thinking through, and we'll take it from there.