Avi Pai and Mike Sheets are more than partners at one of Orange County’s top money management firms. They also teach, write and host free workshops to educate the public on the importance of planning for a secure financial future. Unlike others who work in finance, the pair has had great success during this recession. Their business has grown by 25 percent during the past few years, managing $110 million in client funds thanks to 60 new corporate and 25 high-worth clients.
Pai teaches two financial planning courses at UC Irvine, while Sheets speaks on 401k matters at large corporate events. Sheets has also been a featured contributor for Financial Advisor Magazine, the leading industry-based periodical.
More than 8,000 employees at 130 Orange County businesses entrust Pai and Sheets with servicing their companies’ 401k or retirement plans.
“To do this job, we constantly grow our knowledge, keep pace with regulatory and industry changes, and service better than our competition,” Pai says. “People don’t always care what you know, until they know that you care.”
OC METRO'S 2011 40 UNDER 40
Natashia Tomek | Mike Sheets and Avi Pai | Doug Francis
Genoveva Meza Talbott | Matt Prince | Ash Kumra | Mike Levin
Nicole Suydam | Tony DiCostanzo | John Yarrington
Berenika Schmitz | Naushad Huda | Jasun Weiner | Matt Brown
Matthew K. Stewart | Caterina Hall | Annie Le | Theo Rokos
Theresa Watts | Alejandro Angulo | Joshua Colover
Carolyn Morgan | Steve Ribultan | Morgan McKean
Laurie Rowen and Erin Giglia | Michael Wulf | Ali Sabet
Janice Voshall | Tirzah Lowe | Lindsay Pavlik Lawrence
Scott Slater | Luca Cesarini | Kristen Cuffee-Brown | Mike Smith
Jonathan Rettinger | Robyn Annan Webb | Garrett Calacci
Molly Jo Rosen | Bryan Starr | Inga Sanders
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