Avi Ashkenazy, CFBS

With over 16 years of financial services industry experience, Avi has built a distinguished career helping professional families, business owners, and high-net-worth individuals across the country to achieve their financial goals. His approach combines holistic planning and customized solutions, ensuring clients receive tailored strategies to help protect and build their wealth while gaining confidence in their financial futures.

Avi is recognized as a leader in the industry for his ability to solve complex cases, particularly in the area of hard-to-place life insurance. Brokers nationwide rely on his expertise to navigate these challenging scenarios, trusting him to deliver innovative and effective solutions for their clients.

Avi’s career is marked by consistent excellence and recognition. He is a seven-time Blue Chip Council* qualifier (2014, 2017, 2018, 2020–2024) and has earned his company's Leaders Conference** qualification every year since 2009. In 2012, he was named New Associate of the Year, and in 2014, he was promoted to Senior Vice President, a role reserved for the top 5% of financial professionals in the organization. Avi’s leadership and expertise led him to co-found Inspired Wealth Strategies in 2015, where he has assembled a team of 10 talented professionals to deliver exceptional service to clients nationwide.

Inspired Wealth Strategies specializes in advanced planning areas such as estate planning, succession planning, premium finance, and high-level insurance strategies. Avi and his team are dedicated to providing innovative, client-focused solutions, helping ensure that the unique and complex needs of their affluent clientele are met with precision and care.

A graduate of Touro College with a Bachelor of Science degree in Marketing and Management, Avi brings both academic rigor and practical experience to his practice. Beyond his professional accomplishments, he is deeply committed to his community and philanthropy. Avi actively supports organizations such as Chai Lifeline, Yachad, and Bonei Olam.

Avi resides in Tenafly, New Jersey, with his wife, Allison, and their three children, Ayden, Zvi, and Ivie. Outside of work, Avi enjoys spending quality time with his family, playing golf and basketball, and following his favorite sports teams, the Knicks and Rangers.

*Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.

**Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are registered representatives of MML Investors Services, LLC., a MassMutual subsidiary.

Avi Ashkenazy is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org.  Inspired Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC, MassMutual or its affiliated companies.  Supervisory office: 250 Pehle Ave., Suite 405, Saddle Brook, NJ 07663 (973)237-0100  CRN202801-7904486

Avi can be reached at aashkenazy@financialguide.com.

622 Third Avenue, 9th Floor
New York, NY  10017
Tel:  (646) 867-8311 
[Calls Only]: (917) 767-9053
Fax: (888) 972-7713

Leaders and Blue Chip Council - Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.

License State and Number: License State and Number: CA #0H61406, CT #002377299, DC #3000158877, FL #W076511, IN #3418755, MA #1938083, MD #2097600, MI#11443842, NC #11443842, NJ #1204620, NM #11443842, NY #LA-1098887, OH #1164417, PA #772562, TN #2279474, TX #1807637, VA#1092225