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Anthony Gizzarelli, Cfp® is listed as Financial Advisor for Lawyers, Pre-Retirees, & Self-Employed at Covenant Wealth Partners, based in San Diego, California, United States. AeroLeads shows a work email signal at northstarfinancial.com and a matched LinkedIn profile for Anthony Gizzarelli, Cfp®.
Anthony Gizzarelli, Cfp® previously worked as Financial Advisor at Covenant Wealth Partners and Financial Planner at North Star Resource Group. Anthony Gizzarelli, Cfp® holds Bachelor Of Arts (B.A.), Christian Ministries from Point Loma Nazarene University.
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My name is Anthony Gizzarelli and I am the founding advisor at Covenant Wealth Partners in San Diego, California. I am a CERTIFIED FINANCIAL PLANNER™ professional who provides comprehensive financial planning services on an ongoing basis for my clients. My practice is primarily remote, allowing me to serve clients living throughout the country. When working with clients, I like to start with the fundamentals. I believe that the more educated my clients are when it comes to their personal finances, the better equipped they will be to make the right decisions when it comes to reaching their financial goals. Teaching important financial concepts in a way that is easy to comprehend and apply to one’s own life is extremely rewarding.I meet most of my clients through personal introductions and educational workshops. I host a variety of different workshops for many different organizations, and have found that these workshops have often been a turning point that motivates clients to take the next step in taking control and ownership of their personal finances.In addition to my CFP® designation, I currently hold my Series 7, Series 65, Series 6, Series 63 registrations, and life insurance licenses.
Listed skills include Investment Strategies, Retirement Income Strategies, College Funding Strategies, Mortgage Acceleration Strategies, and 9 others.
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San Diego, California, United States
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and.
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Anthony Gizzarelli, Cfp® works for Covenant Wealth Partners.
Anthony Gizzarelli, Cfp® is listed as Financial Advisor for Lawyers, Pre-Retirees, & Self-Employed at Covenant Wealth Partners.
AeroLeads has found 1 work email signal at @northstarfinancial.com for Anthony Gizzarelli, Cfp® at Covenant Wealth Partners.
Anthony Gizzarelli, Cfp® is based in San Diego, California, United States while working with Covenant Wealth Partners.
Anthony Gizzarelli, Cfp® has worked for Covenant Wealth Partners, North Star Resource Group, Foresters Advisory Services, Llc, and Foresters Financial.
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Anthony Gizzarelli, Cfp® holds Bachelor Of Arts (B.A.), Christian Ministries from Point Loma Nazarene University.
Anthony Gizzarelli, Cfp® is listed with skills including Investment Strategies, Retirement Income Strategies, College Funding Strategies, Mortgage Acceleration Strategies, Pension Maximization, Wealth Management, Public Speaking, and Teaching.
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