Avi Ashkenazy, CFBS
Founder and COO
For over twelve years, Avi has been working with professional families, business owners, and high-net-worth individuals in the greater New York area to create financial strategies that not only address their goals and dreams, but also bring them confidence about their financial futures. Upon joining Lee, Nolan & Koroghlian, LLC a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), he was quickly recognized as one of their Rising Leaders and went on to qualify for the company's Leaders Conference every year (2009 – 2020). He has been recognized as a Blue Chip Council qualifier four times, most recently in 2020. In 2012, he was honored with the agency's New Associate of the Year Award and in 2014 he was promoted to Senior Vice President at his agency for being amongst the top 5% in the company. Passionate about helping people protect what they have worked hard to build, while delivering a highly responsive client service model, Avi co-founded Inspired Wealth Strategies in 2015. To better serve the unique and sophisticated planning needs of his clients, Avi went on to earn the Certified Family Business Specialist (CFBS) designation in 2018. He and his partner now have a team of nine talented individuals serving the affluent market in the tri-state area.
Avi is a graduate of Touro College, where he earned a Bachelor of Science degree in Marketing and Management. He is a supporter of a number of charitable organizations including Chai Lifeline and Yachad. In his spare time, the life-long New York resident enjoys spending time with family, music, playing golf, and watching the Knicks and Rangers. Avi is recently married to Allison and he is the proud father of his son, Zvi. He resides on the Upper East Side of Manhattan.
Avi can be reached at firstname.lastname@example.org.
622 Third Avenue, 9th Floor
New York, NY 10017
Tel: (646) 867-8311
Cell: (917) 767-9053
Fax: (888) 972-7713
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