Wealth Management: A Sophisticated Approach to Investing and Wealth Building.
Woodland Hills, California
Youth Services Network
Board of Directors
October 2012 to December 2013
Greater Los Angeles Area
Ascent Homeowner's Association
September 2014 to August 2018
Independant Music Professional
Professional Trumpet Player
Greater Los Angeles Area
Arete Wealth Management, LLC
ATID of Sinai Temple
June 2015 to August 2018
Ascent Homeowner's Association
April 2010 to September 2014
BNI® Business Network International
Vice President of BNI - United Business Professionals Chapter
January 2016 to September 2017
We are a non-profit organization dedicated to serving children who are victims of severe abuse, neglect and abandonment. Our live-in population of boys ranges in age from eleven to seventeen who are considered high-risk abused children with serious emotional problems. We are a non-profit organization dedicated to serving children who are victims of severe abuse, neglect and abandonment. Our live-in population of boys ranges in age from eleven to seventeen who are considered high-risk abused children with serious emotional problems.
What company does Avi Bialo work for?
Avi Bialo works for Youth Services Network
What is Avi Bialo's role at Youth Services Network?
Avi Bialo is Board of Directors
What industry does Avi Bialo work in?
Avi Bialo works in the Financial Services industry.
Board of Directors @ Youth Services Network We are a non-profit organization dedicated to serving children who are victims of severe abuse, neglect and abandonment. Our live-in population of boys ranges in age from eleven to seventeen who are considered high-risk abused children with serious emotional problems. From October 2012 to December 2013 (1 year 3 months) Greater Los Angeles AreaPresident @ Ascent Homeowner's Association From September 2014 to August 2018 (4 years) Woodland HillsProfessional Trumpet Player @ Independant Music Professional www.avibialo.com Greater Los Angeles AreaFinancial Advisor @ Arete Wealth Management, LLC 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)6320 Canoga Ave., 15th FloorWoodland Hills CA 91367Tel.: [email protected] Woodland HillsATID Advisors @ ATID of Sinai Temple Atid is Los Angeles's premiere Jewish Young Professional group; a robust and welcoming community that provides meaningful opportunities for social, professional and spiritual growth at Sinai Temple and beyond.www.atidla.com From June 2015 to August 2018 (3 years 3 months) Westwood, CATreasurer @ Ascent Homeowner's Association * Oversee the HOA's financial picture* Attend and contribute regularly to board meetings* Make recommendations to the board regarding HOA finances * Focus decisions on maintaining and improving property values of residents* Assist with creation of the annual budget and give advice for keeping financial picture strong* Work strategically with board members to affect positive community changes & improvements* Interface regularly with property management company to ensure optimum service to members From April 2010 to September 2014 (4 years 6 months) Woodland HillsVice President of BNI - United Business Professionals Chapter @ BNI® Business Network International BNI - United Business Professionals Chapter is a newly formed group that is looking for new business leaders to enhance our already solid group of networkers. We are a hard-working group looking to grow our own businesses by helping each other’s through referrals. We strongly value the concept of "Giver's Gain" and believe that that, along with educating fellow members each meeting, will allow us, and our businesses, to succeed. Through our meetings, we are able to provide that education by giving each member a chance to speak about the quality referrals they are looking for. We expand our own knowledge about everyone each meeting to establish a network of associates that can pass quality referrals. We believe it is no longer about "who you know" but "who knows you". We are different from other types of networking groups because we only allow one person from each profession in our group. There will only be one Financial Adviser, only one Residential Real Estate agent, etc. This allows our groups to develop relationships with each other better in that there is no jockeying to out-do the competition. From January 2016 to September 2017 (1 year 9 months) Woodland Hills
Extraversion (E), Intuition (N), Thinking (T), Judging (J)
2 year(s), 11 month(s)
There's 78% chance that Avi Bialo is seeking for new opportunities
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 400K users from
76% of Fortune 500 companies
The most accurate data ever
Hire Anyone, Anywhere
with ContactOut today
Making remote or global hires? We can help.
No credit card required