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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm Saturday 8:30am - 5:30pm Sunday 8:30am - 5:30pm

Revant Wealth

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United States
Irvine, CA
Revant Wealth

Inspired by Dreams. Grounded in Strategy. Member FINRA/SIPC. finra.org sipc.org. Revant Wealth is another business name of Independent Advisor Alliance, LLC.

We're a team of skilled professionals - including Certified Financial Planners®, MBAs, and ERISA plan strategists - driven by the belief that dreams deserve a plan. Our name comes from the French word for "dreaming", reflecting our commitment to helping individuals and families turn their financial goals and dreams into reality through personalized private wealth strategies - while also empowering

businesses with expert retirement plan consulting. Kevin Shah is a LPL Registered Representative and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. All investment advice is offered through Independent Advisor Alliance, LLC. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

09/01/2026

Before Avi became a financial advisor, he studied computer science and expected to build a career in programming.

When he later began taking financial planning courses, part of the work felt surprisingly familiar. In computer science, you start by understanding how a program is supposed to work before you begin writing the code. Comprehensive financial planning appealed to him for much the same reason: understand what the plan is meant to accomplish first, then determine how the individual pieces should be built around it.

It is a small part of Avi’s story, but one that still shows up in how he approaches the work today. Good financial decisions matter, but so does understanding what those decisions are ultimately meant to support.

A few behind-the-scenes moments from Avi’s recent conversation with Gregory Lai.

08/13/2026

For founders and business owners, the company and the household often feel like one financial system.

They are not.

The company may have budgets, forecasts, operating goals, reinvestment priorities, and people responsible for tracking the numbers. The household still needs its own structure around liquidity, taxes, investments, lifestyle, estate planning, risk, and the future the business is meant to support.

A decision that makes sense for the business can still create a separate planning question for the family. The company can be financially strong while the household remains overly dependent on one asset, one income source, or one future event.

Share this with a founder or business owner who thinks of company finances and household wealth as the same conversation.

08/11/2026

A household balance sheet is more than a list of assets and liabilities.

For families with more complexity, the total number only tells part of the story. The more useful review is to understand what each asset is meant to do, how easily it can be accessed, what risk it carries, and when it may need to support a real decision.

A business interest, real estate portfolio, private investment, retirement account, concentrated stock position, or cash reserve may each look strong on paper. But each one behaves differently when liquidity, taxes, timing, or family needs enter the conversation.

A better balance sheet review starts with four labels: purpose, access, risk, and timing.

06/11/2026

A financial plan is not one single decision.

It is a system of decisions that need to work together.

Investments, taxes, estate planning, insurance, business interests, cash flow, and family goals all affect one another. When those conversations happen separately, gaps can form even when each individual decision is strong.

At Revant, we think in systems because life does not happen in silos.

Your plan should not either.

If this brings up questions about whether the pieces of your financial life are working together, send us a message. We can help start the right conversation.

06/09/2026

Tax season can feel like the moment when the problem shows up.

In reality, it often reveals decisions that happened months earlier.

Income timing, stock sales, business distributions, charitable giving, retirement contributions, and portfolio changes can all affect the final picture.

That is why tax planning works best when it is not treated as a once-a-year conversation.

At Revant, we believe tax coordination should be part of the broader planning rhythm so there is more opportunity to make thoughtful decisions before the return tells the story.

If your tax bill raised questions this year, send us a message. It may be time to revisit how tax planning fits into your broader financial picture.

06/05/2026

Last week, Kevin had the privilege of visiting the New York Stock Exchange with TOEWS Asset Management and came back with more than market perspective.

His reflection from the trip captured the balance between history, resilience, connection, and the kind of due diligence that happens when you step outside the day-to-day.

"Last Friday I had the privilege of visiting the New York Stock Exchange (NYSE). For the handful of times I've been to NYC, this was one of the only trips where I actually stopped to take in some of the city's most iconic landmarks.

As someone who spent their whole life in Southern California, growing up l always thought that one day I'd get to experience the typical weekday hustle of the city in the mecca of finance... It was a bit surreal.

I want to thank the team at Toews Asset Management for the invitation and the gracious NYC hospitality! Outside of the insightful sessions on the fixed income market and active model management, spending time at these monuments gave me a lot of perspective on the work we do.

We made our way to the World Trade Center first. Standing at the memorial, watching the water fall into those footprints - there's no neutral way to experience that. The city was completely clear that day, skyline in every direction. Just quiet and perspective.

That carried into everything that followed.

Standing on the trading floor... knowing what has been won, lost, and rebuilt within those walls puts all the work we do in a different light. Markets have weathered everything imaginable, and that bell still rings.

Pair all of that with that "Knicks in the Finals"-energy across the city! Not a bad backdrop for a trip about markets and resilience.

Grateful for the experience, the new connections, and a reminder that sometimes the most valuable due diligence happens away from the day-to-day in the office."

🗽📸

06/04/2026

What clients see is important, but a lot of the most meaningful planning work happens behind the scenes.

It happens through thoughtful follow-up, careful review, coordination across advisors, and the ongoing attention required to keep the full financial picture connected.

At Revant, we believe coordination is a meaningful part of the client experience because planning should not live in isolated conversations.

It should evolve as life evolves, with the right details reviewed at the right time and with the broader picture in mind.

That is often where planning becomes more personal.

06/02/2026

Busy families often have a lot moving at once.

Careers, children, aging parents, business decisions, home projects, travel, school planning, and long-term financial goals can all exist at the same time.

With that much in motion, the quiet financial leaks are not always obvious.

They can show up as unused cash, outdated insurance, old beneficiaries, missed tax conversations, or financial decisions that made sense at one stage of life but have not been reviewed since.

At Revant, we believe the plan should evolve as life evolves.

Because the small things that go unchecked can become more meaningful over time.

Save this as a reminder to revisit the financial details that may not feel urgent, but still matter.

05/28/2026

Some financial decisions do not become expensive because they were ignored forever.

Sometimes they become expensive because they were almost handled, then pushed to later.

A tax strategy that was discussed but never revisited before year-end.

An estate plan that made sense five years ago but no longer reflects the current family structure.

An insurance policy that was purchased during one season of life and never reviewed after income, assets, or liabilities changed.

A concentrated position that was going to be addressed eventually.

A business transition conversation that stayed in “we should talk about this soon.”

The mistake is not always a lack of planning.

Sometimes the gap is simply not circling back at the right time.

Here are a few questions worth saving for your next financial planning conversation:

Is there anything we discussed last year that still has not been implemented?

Have my tax, estate, investment, and insurance strategies been reviewed together, or separately?

Has anything changed in my family, business, income, assets, or goals that should change the plan?

Are there decisions we are delaying because they do not feel urgent yet?

What needs to be revisited before it becomes harder, more expensive, or more complicated to solve?

At Revant, we believe ex*****on is one of the most important parts of planning because the value of a strategy is not only in identifying what should happen. It is in making sure the right decisions are carried forward at the right time.

Save this as a quick check-in before your next advisor meeting.

05/26/2026

There are certain financial decisions that rarely feel urgent in the moment.

They sit in the mental “I’ll deal with it later” folder because life is full, business is moving, and nothing feels immediately broken.

But over time, the decisions that get delayed can create unnecessary complexity.

A few areas worth revisiting:

Estate planning - Has your estate plan been updated since your last major life change, business transition, liquidity event, family change, or asset shift?

Tax strategy - Are you reviewing tax opportunities before year-end, or only reacting once the tax bill arrives?

Insurance coverage - Does your current coverage still reflect your income, assets, liabilities, family needs, and business responsibilities?

Concentrated stock or equity compensation - Do you have a clear plan for managing risk, taxes, timing, and diversification?

Advisor coordination - Have your advisor, CPA, and attorney reviewed the same information recently, or is each person working from a different piece of the picture?

This is where ex*****on matters.

A financial plan should not just identify what needs to happen. It should create the structure, timing, and accountability to help those decisions move forward before they become harder to solve.

At Revant, we help clients close the space between planning and implementation, so important decisions do not stay parked in the “later” folder.

Save this as a quick review list for your next financial planning conversation.

Address

9481 Irvine Center Drive
Irvine, CA
92618

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm
Saturday	8:30am - 5:30pm
Sunday	8:30am - 5:30pm

Telephone

+19492226400

Website

http://www.revantwealth.com/

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