Amit Josef

Senior Wealth Advisor

Amit’s passion has always centered around financial planning and wealth organization. As a Certified Financial Planner, he has worked as a wealth planning consultant for one of the largest banks helping clients prepare for life both during and after their careers. At Avitas, he utilizes a disciplined approach with the AWM Total Wealth Organizer and is there with experienced advice as you transition through life’s constant changes.

E-mail: amit@avitaswealth.com
Phone: 424-371-9015

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