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Chris Vizzi, CFP®

Co-Founder and Partner at South Coast Investment Advisors

Chris Vizzi, CFP®

Chris Vizzi is a Certified Financial Planner and co-founding partner at South Coast Investment Advisors, a boutique wealth management firm for high-net worth individuals and their families.12 He is an Elite Advisor with Independent Financial Group, the youngest advisor in the firm's history to reach this status.12

Vizzi specializes in retirement and estate planning, risk management, asset allocation, and tax planning.1 He holds FINRA Series 7 and 66 licenses as well as his California Life and Health Insurance license.1

In 2013, Vizzi founded the LIFT Foundation, a non-profit 501c3 based in Orange County, CA, and currently serves as Executive Director.12 The LIFT Foundation was formed to help support outreaches for the needy in Orange County.2

Vizzi has been recognized by InvestmentNews as a 40 Under 40 Honoree in 202014 and received the AssetMark Community Inspiration Award in 2020 for his work with children in high-risk situations.2 In 2022, LIFT was recognized by Invest In Others as a Grant for Change recipient.3

Vizzi earned his bachelor's degree in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara.12 He also received a Certificate in Entrepreneurship from the University.1

Highlights

Aug 27 · linkedin

Big thank you to Nick Rosenthal for joining Kelly Clyde and I on our show, 10 Minutes of Finance Unfiltered, to discuss the temperature of the different segments of the commercial real estate market.

In this episode we touch on Office, Retail, Apartments, and Industrial, and provide some great insight on which areas are more prone to challenges or opportunity as we turn the corner on COVID. Give it a listen if you get a chance and let me know what you think! It's only 10 minutes long!

#realestate #commercialrealestate #investment #financialplanner #IN40

Aug 18 · linkedin

Looking for some support from my LinkedIn community. Message me if you are interested! LIFT Foundation is hosting our 9th Annual Charity Golf Tournament at Monarch Beach Golf Links on 9/21/21...this is the most fun day of golf you will play all year and proceeds are going to some amazing outreaches supporting kids in high risk situations in and around Orange County, CA. Register here: https://lnkd.in/gedc2J9X #charity #community #fundraiser #golf #kids #golfwithlift

Related Questions

What inspired Chris Vizzi to start the LIFT Foundation?
How has Chris Vizzi's work with the LIFT Foundation impacted the community?
What are some specific projects or initiatives of the LIFT Foundation?
How does Chris Vizzi balance his roles at South Coast Investment Advisors and the LIFT Foundation?
What awards or recognitions has Chris Vizzi received for his work?
Chris Vizzi, CFP®
Chris Vizzi, CFP®, photo 1
Chris Vizzi, CFP®, photo 2
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Location

Newport Beach, California, United States