Avaii Wealth Management is expanding its portfolio of financial advisors with the addition of David R. Jensen, CFP ®, MBA. He is now seeing clients at Avaii’s office at 2101 N Casaloma Dr. in Appleton.
Jensen works with each client to develop a personalized financial plan to attain specific and intentional goals for retirement income planning, investment management, and tax efficiency strategies.
“Avaii’s positive culture, along with a common goal of helping clients work toward a confident retirement really stand out to me,” says Jensen about his move to Avaii. “The Avaii process allows me to build upon my years of experience and leadership to do what’s best for our clients.”
Charity Schiltz, a Registered Investment Advisor who previously worked with Jensen, is also joining the Avaii team. Together, they have over thirty years of experience in the financial services industry.
Avaii Wealth Management, LLC (“Avaii Wealth Management”) is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Avaii Wealth Management and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at avaii.com.