Revant Wealth

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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.

10/12/2026

When employers ask how their 401(k) compares to other plans, David brings the focus back to three areas: cost, fiduciary standards, and plan design.

Benchmarking can be useful, but the strong question is whether the plan is doing what it should be for the business and the people it serves.

09/30/2026

Interest rates are one of the developments we’re watching closely, but the more important question is what they mean for the decisions ahead.

Kevin shares why a higher-for-longer environment can affect planning differently for business owners, pre-retirees, and anyone making decisions around debt, financing, or future distributions.

There are parts of this work that happen far beyond portfolio reviews and planning meetings.Last week, Avi joined a grou...
09/25/2026

There are parts of this work that happen far beyond portfolio reviews and planning meetings.

Last week, Avi joined a group of fellow LPL advisors on Capitol Hill for conversations with legislators around the GROWTH Act and how the tax treatment of reinvested mutual fund distributions can affect long-term investors.

For Avi, being part of those conversations matters because policy eventually makes its way back into the financial lives of real people. The rules around investing, taxation, and long-term compounding can shape the decisions families make and the outcomes they are working toward over time.

What made the trip especially meaningful was having his son there with him. He had the chance to sit in on meetings, meet legislators, ask questions, and see firsthand a side of Avi’s work that rarely shows up in the day-to-day.

A few moments from two days in Washington that brought together policy, perspective, and a pretty memorable father-son experience.

09/22/2026

Comparing your financial progress to someone else’s can only tell you so much.

Avi shares why the more useful question is what you want to achieve, and how your resources can be aligned around your own goals, priorities, and definition of success.

09/18/2026

401(k) plan administration can get technical quickly.

From tracking long-term part-time employees to implementing Roth catch-up contributions, the details matter.

David shares a few questions plan sponsors are asking most often right now.

09/16/2026

Geopolitical uncertainty naturally gets investors’ attention. But headlines are only one part of what’s happening in the market.

Kevin shares why he continues to look beyond the uncertainty and focus on the underlying fundamentals shaping market performance.

09/14/2026

Many people are doing the right things financially. They’re saving consistently, building assets, and working toward their goals.

What often gets less attention are the unexpected circumstances that can take a plan off course.

Avi shares why a good plan should account for both.

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.

For founders and business owners, the company and the household often feel like one financial system.They are not.The co...
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.

A household balance sheet is more than a list of assets and liabilities.For families with more complexity, the total num...
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.

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

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