Aviva Pinto on Clubhouse

Bio

Wealth manager, certified divorce financial analyst, certified divorce specialist. I work with clients before, during and after life events to help them feel better about their financial futures.

I am a Managing Director, Wealth Manager and member of the Advisory Committee at Wealthspire Advisors, an $12B registered investment advisory firm, advising individuals, families and small business clients on wealth management, including: budgeting, financial planning, lifestyle analysis, asset allocation, manager selection and ongoing portfolio management.

I am a CDFA (Certified Divorce Financial Analyst), CDS (Certified Divorce Specialist), and Director of the National Association of Divorce Professionals on Long Island. I am an experienced wealth advisor with over 25 years of financial services industry experience. I specialize in working with individuals in transition (sale of business, inheritance, divorce, recently widowed) to determine the most appropriate course of action for their financial assets.
[email protected]