Avetis Yetenekyan, CFA, CFP®

Wealth Advisor

Orange County, California

Professional Focus: Known to friends, family, and clients as "Avo," Avetis helps families simplify their financial lives and focus on what matters most. He supports clients with investments, retirement, tax planning, and other key financial decisions. His work is grounded in trust, clarity, and long-term relationships.
Background & Recognition: Avo joined EP Wealth in 2020 and brings nearly a decade of wealth management experience. Before becoming an advisor, he served as both a research analyst and portfolio manager. He earned a degree in Business Finance, Real Estate, and Law from Cal Poly Pomona. Avo holds the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER® designations.
Advisory Approach: Avo’s approach is relationship-driven, practical, and goals-based. He starts by understanding each client’s priorities, then builds clear strategies to support them. He believes strong advice should simplify decisions and help clients move forward with confidence.
Personal: Avo lives in Newport Beach with his fiancée. He enjoys fitness, basketball, time with family and friends, and mentoring youth basketball players.