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. Based in San Diego, California, Anthony likes to start by analyzing a client’s current situation and determine their priorities—what’s important to them, what keeps them up at night, etc.
Anthony evaluates a client’s situation over time by first seeing where an individual stands in terms of how much available cash and debt they’ve accumulated, along with their rate of cash flow. Anthony then pursues opportunities for maximum cash flow, any accompanying or future risks, methods of wealth accumulation and establishes regular accountability check-ins with the client as life transitions begin.
Anthony primarily works with:
- Young Families
- Sales Professionals
- Young Professionals
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. 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 specializes in the following categories:
- Comprehensive Financial Planning
- Retirement Strategies
- Risk Management
- Tax Strategies*
- Debt Management
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 is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2339844 DOFU 12-2018
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
San Diego9370 Sky Park Court
San Diego, CA 92123