CUSTOM CONTENT BY THE LOS ANGELES TIMES
L.A. Times B2B Publishing is pleased to announce the third annual Banking and Finance: Trends, Updates & Visionaries magazine. This publication is also available online and as a digital flipbook at latimes.com/b2b/finance.
During the last three years, the world changed immeasurably. Individuals and businesses alike were forced to pivot, get creative and reinvent their business plans and financial protocols in a myriad of ways. Now, even as the financial sphere regains a sense of normalcy, it remains essential to remain flexible, versatile, and ahead of the game.
The right commercial banker or trusted financial advisor does more than provide services and advice. These individuals – and the institutions they represent – can genuinely prepare your organization (with the right resources, capital and guidance) for the next level of growth and beyond. For their efforts and success, Eric Taslitz, Amit Josef, and Becky Rang were named as 2023 visionaries by the LA Times.
Eric Taslitz
Managing Principal
Eric Taslitz began his career as a financial advisor at Merrill Lynch in 1996 and joined his current partners in 1998. He and his partners founded Avitas Wealth Management, their independent registered investment advisor firm, in November 2017 as a true fiduciary, putting their clients’ best interests first. Avitas Wealth Management is particularly known for its expertise in managing investment assets directly, eliminating intermediaries, providing clients with accountability, complete transparency, and a direct relationship with their asset manager.
Taslitz’s strength is forging long and trusting relationships. This is the basis for providing the best advice for every client in each specific situation. Among his clients are C-suite executives, entrepreneurs, entertainment industry members, and corporate attorneys. He gets the most satisfaction from substantive complex conversations with clients that lead to actionable insight and real results.
Rebecca Rang has been in wealth management for over a decade, first as an entrepreneur founding her own independent consulting firm supporting RIAs. While establishing and growing the firm, she took every opportunity afforded to gain exposure to and knowledge of all aspects of financial services and quickly developed an expansive skillset, spanning investment analysis to financial planning, and a specialty in relationship management.
Rang joined the Avitas Wealth Management team in 2021, where she quickly forged deep relationships with her clients, becoming a trusted resource for their diverse wealth management needs. She enjoys providing thoughtful tools and solutions that have a positive impact on her clients’ lives. At Avitas, Rang and her team shepherd multi-generational relationships through all stages of their financial lives, from wealth accumulation and preservation to legacy planning.
Becky Rang
INVESTMENT ADVISOR, RMA® | SENIOR CLIENT ASSOCIATE
Amit Josef
Manager of Planning & Wealth Organization, CFP®
Amit Josef joined his current partners in 2018. He and his partners at Avitas Wealth Management, an independent registered investment advisor firm, operate as a true fiduciary, putting their clients’ best interests first. Avitas Wealth Management is particularly known for its expertise in managing investment assets directly, eliminating intermediaries, providing clients with accountability, complete transparency, and a direct relationship with their asset manager.
Josef is the manager of planning and wealth organization at Avitas, which aligns with his passion and strength in building long lasting and trusting relationships. He strives to be involved in every aspect of a client’s financial life, providing the best advice for each specific situation. Having worked with over 1,000 different families from across the United States, Josef is uniquely positioned to assist in providing sound advice whatever the circumstances may be.
Congratulations to Eric, Becky, and Amit!