Anthony Gizzarelli

Financial Planner

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.

Email me

 

Helping clients make financial decisions that they’re proud of.

Anthony Gizzarelli

Financial Planner

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.

About

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.

Services

Anthony specializes in the following categories:

  • Fee-Based Financial Planning
  • Retirement Distribution  Strategies
  • Wealth Management
  • Legacy Planning

North Star resource team

Stephanie Tsang, CFP®, ChFC®, CEPA
Stephanie Tsang, CFP®, ChFC®, CEPA

Partner

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Laura Logan
Laura Logan

Financial Planning Coordinator

Contact

Connect with Anthony

    Office locations

    San Diego

    9370 Sky Park Court
    Suite 150
    San Diego, CA 92123

    Get directions

    Anthony is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. CA Insurance #0K23662

    2339844 DOFU 12-2018

    Events

    Community updates