Rizzo Financial Group | Your Dream Team

Meet the Team

RFG Team

Our goal is to walk alongside our clients through every stage of their lives and provide exceptional service along the way. We are fiduciaries, which means we always make decisions in our client’s best interest. Cetera Advisors LLC provides Rizzo Financial Group with a variety of financial products and services to pursue their client’s financial and investment needs.

At Rizzo Financial Group, we are committed to helping you build, manage, and preserve your wealth with intention.

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Our Team

Paul J. Rizzo

President and Investment Advisor Representative

480-248-8029

480-248-8034

Paul@rizzofinancial.com

As president of Rizzo Financial Group, Paul uses more than 25 years of financial-services experience to help guide clients on their paths toward their investment goals. Paul holds his Series 7, Series 24, Series 31, Series 63, Series...

Nicole Smith

Senior Client Experience & Operations Manager

480-248-8029

480-248-8034

Nicole@rizzofinancial.com

Nicole is an experienced financial services professional with approximately 25 years of industry experience with a background in client service, operations, management, compliance, and executive support. She is known for her...

T.J. Welk

Intern

480-248-8029

Taylor@rizzofinancial.com

As an Intern at Rizzo Financial Group, T.J. is gaining hands-on experience in the financial services industry while working alongside our team to help deliver exceptional service to our clients. He is currently entering his junior year...

Thomas Christiansen

Director of First Impressions

480-248-8029

Thomas@Rizzofinancial.com

Thomas comes to Rizzo Financial Group with a strong background in client service, financial operations, and relationship management gained while working at Charles Schwab. Thomas is ready to continue his education with his goal of...

Investment Management Team

Cetera’s Investment Team provides independent research and institutional-grade insights, allowing us to craft investment strategies tailored to your goals and risk tolerance.

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Advanced Planning Team

We collaborate with Cetera’s Advanced Planning Team to navigate complex legal, tax, and financial questions, helping ensure your plan is both strategic and sound.

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Financial Plan Design Team

With over a century of combined experience, Cetera’s Financial Plan Design Team offers technical guidance and planning knowledge to support your long-term vision.

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