Avani Kothari

Avani Kothari is a Financial Advisor with the Kothari Group at Merrill, where she provides tailored, personalized financial advice designed to align with the values and goals of the families and individuals she serves. Avani began her career in wealth management through an intensive training program in New York City, where she developed a strong foundation in client-focused financial planning. Avani brings a thoughtful and empathetic approach to wealth management, helping clients navigate both major milestones and everyday financial decisions with clarity and confidence. Her mission is to bring confidence to her clients’ financial lives.

Avani earned her Bachelor’s degree in Political Economy with a concentration in Financial Economics from the University of California, Berkeley. She holds the Chartered Retirement Planning Counselor™, CRPC™ designation and the Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™ designation, which she feels reflects her commitment to in-depth, high-quality financial guidance.

Avani and her fiancé currently live in Boston, MA as her fiancé finishes graduate school, although they are constantly in Southern California visiting family and the team! Outside of her professional life, Avani is a certified yoga instructor and passionate about wellness and balance—values she brings into her work with clients.