Financial Planning Associate
Aviv is a financial planning associate at AEPG and assists with the preparation and implementation of plans for clients. He began with AEPG as an intern and started working as a full-time associate after receiving his dual bachelor degrees in financial planning and professional sales from William Paterson University. Aviv is passionate about providing clients with the highest quality service and utilizes his knowledge of information technology to improve the client experience.
After completing his educational requirement through William Paterson University’s financial planning program, Aviv plans to attain his CERTIFIED FINANCIAL PLANNER Professional™ (CFP) designation. During his time in college, he was heavily involved in the Financial Planning Association and served as the President for the William Paterson University chapter. He has also had the opportunity to travel to a variety of financial planning conferences and participate in industry specific competitions. One of his greatest accomplishments during his college career was placing third place overall in the Financial Planning Association’s national competition.
Aviv lives in Harrison, New Jersey and spends his free time attending live shows, watching and playing sports, and spending time with his friends and family. He hopes to have a chance to visit Europe for the first time in the coming years.
Direct Line: 908-821-9317