Avi Zellman

FAQ About Avi Zellman

• What is Avi Zellman's address?

  Avi Zellman is located at
  Brooklyn, New York, United States

• What is Avi Zellman's job title?

  Avi Zellman is a
  In my role as a Financial Planner for Prudential, my focus is to provide honest service and financial strategies that will help my clients achieve their personal financial goals. My mission is to be a trusted financial resource for my community by providing a variety of financial products combined with superb service. I believe that financial education is an essential part of life planning, and I’m happy to share my knowledge with you. My areas of experience include: • Assisting in the clarification, understanding and quantification of client’s financial goals and needs. • Assisting clients in gathering the information needed to prepare the financial plan. • Creating financial plans that provide information and strategies to help my clients make better informed financial decisions. • Educating clients on solutions to the potential hidden risks that may disrupt their financial plan. • Meeting with family members, executors and other advisors to discuss my clients’ financial plan, if desired, for a concerted effort. • Periodically updating the clients’ financial plan, if desired, to help clients make adjustments due to our ever-changing environment. Prior to starting my career with Prudential, I attended the University of Washington and I received degrees in Business Administration (Accounting) with Honors and Anthropology with a minor in Jewish Studies. After graduation, I worked as a teacher and instructional coach in Oakland Unified School District for 13 years earning my National Board Certification, writing secondary mathematics curriculum for the network, and building data systems to better identify areas of need and success. When I'm not helping my clients achieve their financial goals, my hobbies include hiking, going on adventures with my family, cooking, and playing basketball. I feel that my unique combination of educational, professional, and personal experience has helped me become the successful Financial Planner that I am today. Together we can identify your goals for your future and create a financial strategy that will help support them. Prudential Financial

• What industry does Avi Zellman currently work in?

  Avi Zellman currently works in the
  Prudential Financial

• What is Avi Zellman's area of expertise?

  Avi Zellman specializes in
  In my role as a Financial Planner for Prudential, my focus is to provide honest service and financial strategies that will help my clients achieve their personal financial goals. My mission is to be a trusted financial resource for my community by providing a variety of financial products combined with superb service. I believe that financial education is an essential part of life planning, and I’m happy to share my knowledge with you. My areas of experience include: • Assisting in the clarification, understanding and quantification of client’s financial goals and needs. • Assisting clients in gathering the information needed to prepare the financial plan. • Creating financial plans that provide information and strategies to help my clients make better informed financial decisions. • Educating clients on solutions to the potential hidden risks that may disrupt their financial plan. • Meeting with family members, executors and other advisors to discuss my clients’ financial plan, if desired, for a concerted effort. • Periodically updating the clients’ financial plan, if desired, to help clients make adjustments due to our ever-changing environment. Prior to starting my career with Prudential, I attended the University of Washington and I received degrees in Business Administration (Accounting) with Honors and Anthropology with a minor in Jewish Studies. After graduation, I worked as a teacher and instructional coach in Oakland Unified School District for 13 years earning my National Board Certification, writing secondary mathematics curriculum for the network, and building data systems to better identify areas of need and success. When I'm not helping my clients achieve their financial goals, my hobbies include hiking, going on adventures with my family, cooking, and playing basketball. I feel that my unique combination of educational, professional, and personal experience has helped me become the successful Financial Planner that I am today. Together we can identify your goals for your future and create a financial strategy that will help support them.

• Which languages does Avi Zellman speak? 

  Avi Zellman speaks the following languages:
  No languages available.

• Which industries has Avi Zellman previously worked in?   

  Avi Zellman has prior experience in the following industries:
  Prudential Financial , Prudential Financial , Oakland Unified School District , Institute Of Play , Evron Computer Systems , Oakland Unified School District , Teach For America , Lumana , Costco Wholesale , Dorian Studio

• What is Avi Zellman’s work experience?  

  Avi Zellman has the following professional experience:
  Prudential Financial , Prudential Financial , Prudential Financial , Oakland Unified School District , Institute Of Play , Evron Computer Systems , Oakland Unified School District , Teach For America , Lumana , Costco Wholesale , Dorian Studio .

• How can I find Avi Zellman on LinkedIn?  

  You can view Avi Zellman’s
  LinkedIn profile at LinkedIn URL.

• What are Avi Zellman’s work email addresses?  

  Avi Zellman’s work email addresses are
  [email protected] .

• What company does Avi Zellman work for?  

  Avi Zellman works at
  Prudential Financial