About

Avinesh Shankar – Financial Advisor With over two decades of expertise in the financial sector, Avinesh possesses the deep understanding and insight to assist you in achieving your financial objectives. Avinesh is well-versed in the intricacies of wealth management, the art of balancing diverse factors, and the strategy of adjusting wisely as circumstances shift. As your personal life and investment needs progress, so too will your financial aspirations and willingness to take risks. Avinesh will support you at every juncture, offering reliable guidance and tailored financial strategies crafted uniquely for your situation. Avinesh is committed to fostering enduring, significant connections with a select clientele, offering them bespoke financial advice backed by some of the most extensive resources in the field. His approach to investing considers your investment history, your return expectations, your risk comfort level, and the performance of your investments. Drawing from your personal information and financial objectives, along with an evaluation of the current economic landscape, Avinesh crafts a personalized investment strategy that is exclusively designed for your benefit. He then takes the time to clarify his suggestions, and once you are satisfied with your revised strategy, Avinesh implements it and closely monitors its progress to accommodate changes in your life and new financial goals. Avinesh entered the financial services industry in 2004 and, before becoming independent, spent 15 years in the banking sector. Nowadays, Avinesh offers financial and retirement planning services across various platforms to ensure the creation of the optimal plan for each client. Avinesh currently resides in Sacramento, Ca, and is married with 2 kids. Outside of work hours, he prefers to spend time with his family at various restaurants and cinemas. In addition to engaging his children in their after-school activities, Avinesh also looks forward to family outings to Disneyland and Universal Studios during the summer.