FOR IMMEDIATE RELEASE
Avaii Wealth Management Welcomes David Jensen, CFP®, MBA, as New Partner
[Appleton, WI] – [October 28, 2024] – Avaii Wealth Management is pleased to announce that David Jensen, CFP®, MBA, has been named a partner of the firm. Since joining Avaii last year, David has been a key asset, bringing his extensive industry knowledge and client centered approach to the team.
David holds a bachelor’s degree in finance, an MBA with a focus on finance, and several professional licenses, including the CERTIFIED FINANCIAL PLANNER (CFP®) certification. He has made a significant impact by working closely with clients to develop personalized financial strategies. His expertise lies in areas such as retirement income planning, investment management, and tax efficiency, where he helps clients navigate their specific financial goals with clarity and confidence.
“We're delighted to have David join our partnership team,” said [Christian Doule, President and Founding Wealth Advisor, Avaii Wealth Management]. “His dedication to providing personalized and effective solutions for our clients aligns perfectly with our mission, and we look forward to his continued contributions as a partner.”
David’s approach focuses on understanding each client's unique situation and working collaboratively to create strategies that are intentional and goal-oriented. As a partner, he will continue to lead in helping clients achieve financial security and success through tailored planning and informed guidance.
About Avaii Wealth Management:
Avaii Wealth Management is a comprehensive financial planning firm that provides personalized investment management, retirement planning, and tax efficiency strategies. Our mission is to empower clients with clear, strategic financial guidance to help them navigate life’s important financial decisions.
For more information, please contact:
Cindy Gorges
Director of First Impressions
920-214-1212
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