Chris Vizzi, Cfp® Email & Phone Number

Newport Beach, California, Us

Chris Vizzi is a Certified Financial Planner and a co-founding partner with South Coast Investment Advisors. He is an NFLPA Registered Player Financial Advisor and an Elite Advisor with Independent Financial Group, the youngest advisor in the firm’s history to reach this status. He has been recognized by InvestmentNews as a 40 Under 40 Honoree. Chris earned his bachelor’s degree in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara. He also received a Certificate in Entrepreneurship from the University.Chris has a passion for investing, utilizing a broad spectrum of asset classes and sophisticated investment strategies including alternatives. His clients look to him as their personal CFO, helping to grow their wealth and protect their legacy through highly personalized portfolio management. He specializes in retirement and estate planning, risk management, asset allocation, and tax planning. Chris holds FINRA Series 7 and 66 licenses as well as his California Life and Health Insurance license.In 2013, Chris founded the LIFT Foundation, a non-profit 501c3 based in Orange County, CA, and currently serves on the Board of Directors. In 2020, he received the AssetMark Community Inspiration Award for his work with children in high-risk situations.Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. South Coast Investment Advisors and IFG are unaffiliated entities. Information is provided from sources believed to be reliable however we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to the 3rd party website you are leaving our site and assume total responsibility for your use at these sites.

The LIFT Foundation was formed in 2013 to help support outreaches for the needy in Orange County, CA. The disparity between the rich and the poor in Orange County is staggering. Most people conjure up images beautiful beaches and sports cars when they think about the OC; however, while those things certainly do exist, a completely different picture can be painted just a few miles away. There are nearly a half million people at risk for hunger every month here in our backyard, many of those children. LIFT has teamed up with organizations like the Mercy Warehouse, who helps feed 1,000 per week out of Laguna Niguel. LIFT also works with groups battling the rising number of homeless in Orange County. We've granted several scholarships to Project Self Sufficiency who help take single moms out of difficult situations and award four year degree scholarships that ultimately help these families become self sufficient.We are a group of like-minded people dedicated to ending the cycle of poverty in Orange County, CA. We are focused on concentrated giving for high impact results to empower individuals, families, and communities the opportunity to live remarkable lives. We are a network dedicated to giving. Our platform allows friends, family, and co-workers to pool resources for those who have fallen victim to hard times to help lift them out of despair and put them back on their feet.Our flagship fundraiser is our annual golf event. The LIFT Foundation Charity Golf Tournament is one of the fastest growing charity golf tournaments in the OC, and arguably the most fun day of golf you’ll have all year. This year we will be back at Monarch Links on Thursday, October 1st. Proceeds will benefit some amazing organizations this year: The Mercy Warehouse, Project Self-Sufficiency, The Young and Brave Foundation, and The Prostate Cancer Foundation.