Paul J. Rizzo
President and Investment Advisor Representative
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 65, Life Insurance, and Variable Contract registrations with Cetera Advisors LLC. After examining risk tolerance, time horizons and expense and income needs, Paul creates investment strategies that fit his clients' financial objectives and life plans. He feels that true success is found not only in the accumulation of wealth, but the comfort and communication in the process.
Paul is an investment advisor representative with Cetera Advisors LLC, which provides him fiduciary responsibility over the advisory services he offers his clients. All investment decisions are made in his client's best interest. Paul feels it's most important to preserve and protect his client's assets, and he incorporates that philosophy in every client relationship.
Paul holds a bachelor’s degree in business administration from Wayne State University in Detroit, Michigan, and is also a graduate of the Accelerated Financial Planning Program at Arizona State University. Paul actively participates in on-going extensive investment and retirement planning training. In addition to investment strategies and portfolio reviews; Paul offers a extensive range of retirement, senior income planning, insurance, tax, and estate planning services.
Paul is a member of the National Ethics Association. Please visit www.ethics.net or call 1-800-282-1831 to appreciate the higher standards NEA members meet.