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Meet the Team

Rizzo Team

Rizzo Team

We have been working with individual investors for more than 28 years. Our knowledge in investment and financial planning helps us guide our clients to pursue their goals. We are a fiduciary based firm, which means we are obligated to work in our client's best interest. We are also registered to provide a variety of financial products and services through our Broker Dealer, Cetera Advisors, LLC. We look forward to serving you. 

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Paul Rizzo

Paul J. Rizzo

President and Investment Advisor Representative

480-248-8029

480-248-8034

Garrett Bauer

Garrett Bauer

Client Service Associate

480-248-8029

480-248-8034

Nina Bridwell

Nina Bridwell

Director of First Impressions/Client Service

480-248-8029

480-248-8034

Matthew Montegani

Matthew Montegani

Client Service Associate Intern

480-248-8029

480-248-8034

Cetera Investment Management LLC

Cetera Investment Management LLC

Cetera Investment Management provides investment expertise in the form of tools and insights that can help your advisor deliver advice that best meets your needs, including:

  • In-depth market perspectives
  • Timely economic insights
  • Asset allocation guidance
  • Money manager recommendations
  • Model portfolios
  • Performance monitoring tools

About Cetera® Investment Management

Cetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.