Arun Soni (CFA, CFP®)
Arun Soni focuses in the
following client markets or areas of practice:
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Arun works primarily with growing families and those nearing retirement by providing either financial planning, investment management, or a combination of the two.
Arun's industry experience in investment management has taught him the importance of constructing diversified, tax-efficient portfolios that are built around a client's specific goals. This means focusing on the appropriate level of risk for each client.
His attention to detail and structured planning process enables clients to learn, grow and thrive when it comes to their financial lives.
Additional Information
Arun started Avenue 90 Financial to provide clients with straightforward, yet effective, advice and guidance.
After more than seven years in the wealth management industry and several years working prior to graduate school, Arun decided it was time to build something that could be shaped in a way that’s more beneficial and conducive to his clients’ goals.
Along with his industry credentials, Arun holds the following degrees:
- Bachelors of Science from the University of Illinois, Urbana-Champaign
- MBA (Corporate Finance & Investment Banking) from the University of Wisconsin-Madison
Outside of work, Arun enjoys a variety of athletic pursuits, especially tennis, and he's working to get his mile time under 6 minutes.
In the community, he serves as board chair for Clean Wisconsin, an organization that advocates for science-based clean air and water policies. Arun joined the board in 2014 while living in Madison, and continues to be impressed by the staff's commitment to stakeholders across the Midwest.
NAPFA Start Date
November 03, 2023
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.