EP 049 Aviva Pinto, CDFA, CDS, Managing Director, Wealthspire Advisors

Aviva Pinto, Managing Director of Wealthspire Advisors in New York, with 11 offices across the US, is a wealth advisor who guides people in transition to get on the correct financial track. She’s a Certified Divorce Financial Analyst who helps people navigate the financial aspects of the divorce process, and a Financial Analyst who advises those who just sold their business, have received an inheritance, or may face a lifestyle change because of a partner’s passing. Aviva’s mission is to help people get back to the basics of figuring out how much money is needed for the entire length of one’s life and then setting up a budget for clients to follow. Aviva is direct, honest and has the patience to educate her clients while also partnering with a client’s team, including a divorce attorney, accountant and others. In our conversation, Aviva spoke about some mistakes people make during the divorce process and advice people in transition should consider, including: ·        Financial consideration with assets, such as a house or stocks, in the divorce process. ·        The formula for figuring out expenses and accounting for inflation. ·        The importance of a budget. ·        Look at the historical market performance verses making quick decisions during fluctuations. ·        Helping clients determine their net worth. Enjoy the show! Connect with Aviva: Website: https://www.wealthspire.com/ LinkedIn: https://www.linkedin.com/in/avivapinto/ Connect with Gary: Website: sbadvisors.cc/ Facebook: facebook.com/SmallBusinessAdvisors LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices