Be proactive. Take control of your financial future.
Meet Anthony and learn how he works with clients by setting up an appointment at no obligation to you.
Throughout his years working in financial services, one of Anthony Gizzarelli’s first priorities with each of his clients is education. He believes the more educated his clients are regarding personal finances, the better-equipped they will be to make the right decisions day in and day out.
While based in San Diego, Anthony also serves clients in multiple states and is registered to do so in CA, TX, WA, PA, and NY.
Anthony generally seeks clients that have long-term potential, an approach, which stems from the belief that success is the result of faithful advice and consistent action, compounded over time.
Anthony primarily works with:
- Law professionals
- Retirees and pre-retirees
- Self-employed / small business owners
- Public servants and government employees
Some of the most important facets of forming a relationship with a client Anthony likes to emphasize are transparency, open lines of communication, and proactivity. Anthony is determined to help his clients succeed by doing everything in his power from his end but also needs the client to be as informative about any pertinent happenings in their lives as possible.
Anthony has spent most of his life living on the west coast, having grown up near San Francisco and currently lives in San Diego. Anthony leads a very active life outside of work, which is normally spent with friends and family, doing anything that involves being out on the water (like boating and swimming), traveling or engaging in hobbies and other recreational activities that involve working with his hands.
Anthony specializes in the following categories:
- Fee-Based Financial Planning
- Retirement Distribution Strategies
- Wealth Management
- Legacy Planning
Anthony is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. CA Insurance #0K23662
2339844 DOFU 12-2018