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Team

Our Team

We have been working with individual investors and businesses more than 25 years. We use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals. We are registered to provide a variety of financial products and services through Cetera Advisors LLC. We look forward to speaking with you.


Paul J Rizzo

President

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...

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Garrett Bauer

Client Service Associate

480-248-8029

480-248-8034

garrett@rizzofinancial.com

Garrett is the newest employee to join Rizzo Financial Group as of July, 2022. Garrett will work as a Client Service/Financial Planning Associate. Garrett graduated from George Fox University with a bachelor's degree in Financial...

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Matthew Montegani

Client Service Associate Intern

4802488029

4802488034

matthew@rizzofinancial.com

Matthew Montegani is the youngest employee at Rizzo Financial Group.  Matthew is a senior at Arizona State University majoring in Finance at the W.P. Carey School of Business.  Matthew is originally from Huntington Beach...

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Nina Bridwell

Director of First Impressions/Client Service

480 248-8029

480 248-8034

nina@rizzofinancial.com

Nina Bridwell is the newest member to join the Rizzo Financial Group Family.Nina joined Rizzo Financial Group as the Director of First Impressions and Administrative Assistant in October, 2022. Nina comes with over 15 years experience...

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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
More about Cetera Investment Management Team

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.