Avi Bialo is the Founder and CEO of Wealth Solutions 360, a firm he established in 2024 with a clear mission: to transform the wealth management landscape. Recognizing the gaps and inefficiencies in traditional financial services, Avi set out to build a comprehensive firm that would challenge the status quo and offer a more holistic, personalized approach to managing wealth.

With a deep commitment to his clients' financial well-being and a passion for excellence, Avi designed Wealth Solutions 360 to address every aspect of his clients' financial lives. The firm offers a wide range of services, including financial planning, investment management, tax-efficient strategies, and risk mitigation. By combining cutting-edge technology with expert guidance, Avi is redefining how wealth is managed—ensuring that clients receive customized solutions that meet their unique needs.

Avi’s vision for Wealth Solutions 360 goes beyond simply meeting client expectations—it aims to exceed them. With a forward-thinking approach and a steadfast commitment to trust, integrity, and innovation, Avi is building a legacy focused on helping clients achieve long-term financial success and security.

Avi holds multiple industry certifications, including FINRA Series 7 (General Securities Representative), Series 63 (Securities Agent), and Series 65 (Investment Advisor Representative), as well as a California Life and Variable Contracts Insurance License (#0I73067).

Personal Background: A Los Angeles native, Avi cherishes time spent with loved ones and enjoys global travel. As a proud uncle to three, he values creating lasting memories with the next generation. Outside of work, Avi is passionate about outdoor activities such as hiking, golf, tennis, surfing, racquetball, and deep-sea fishing.

Musical Passion: Avi’s interests extend beyond finance into the world of music. He is a graduate of Oberlin College and Conservatory, where he earned his bachelor’s degree, and holds a master’s degree from The Juilliard School. A skilled trumpet player, Avi has performed with renowned ensembles including the Phoenix Symphony, Los Angeles Philharmonic, and L.A. Jewish Symphony. His work has also graced soundtracks for films, TV shows, and commercials, with notable credits including CarMax, Buick, Nickelodeon, and the album "Women of Valor."

Avi has a particular passion for helping musicians achieve financial stability. By blending his financial expertise with his love of music, he connects with clients on a personal level, providing them with tailored strategies that align with both their artistic and financial goals.

About Avi Bialo