Giuseppe Riggi

Giuseppe Riggi Email and Phone Number

Vice President @ Max Benjamin Partners
United States
Giuseppe Riggi's Location
United States, United States
Giuseppe Riggi's Contact Details

Giuseppe Riggi personal email

About Giuseppe Riggi

Blue Ocean Global Wealth Management is an investment advisory firm that provides personalized and comprehensive financial planning to Americans, U.S.-connected persons living abroad, and UK nationals living in the U.S. Whether your personal blue ocean voyage is a domestic or cross-border one, navigating the complex rules and regulations along your road less traveled requires subject matter expertise.As a dual citizen of the U.S. and Italy, Giuseppe Riggi brings practical, real world experience that can be applied to your life long journey.Areas of Expertise and Services provided:Comprehensive financial planning for Americans living in Europe and British Expats living in the U.S.International retirement planning Pension transfers and frozen pension release - (International SIPP)Tax efficient investmentsUS insurance productsBroad network of accountants, lawyers, and real estate professionals Blue Ocean Global Wealth Management through its advisers, offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a Registered Investment Adviser with the Securities and Exchange Commission (SEC), SEC number: 801-110724, CRD number: 288833. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses BGAN. Beacon Global Advisor Network, LLC does not provide tax or legal advice. None of the information on this site should be considered tax or legal advice.

Giuseppe Riggi's Current Company Details
Max Benjamin Partners

Max Benjamin Partners

View
Vice President
United States
Website:
mbpartners.com
Employees:
41
Giuseppe Riggi Work Experience Details
  • Max Benjamin Partners
    Vice President
    Max Benjamin Partners
    United States
  • Blue Ocean Global Wealth Management
    Managing Partner - Us Private Wealth Advisor
    Blue Ocean Global Wealth Management Nov 2024 - Present
    Florida, United States
    When selecting a financial advisor, you want someone with integrity, professionalism and experience. As your Blue Ocean Global Wealth Management Managing Partner, Financial Advisor, I bring those qualities and many more, including insightful advice and in-depth knowledge of comprehensive financial planning for Americans living in Europe and International Retirement Planning.Giuseppe offers clients more than 20 years of investment experience. He works collaboratively with clients to assess their financial situation, goals, and objectives, determines risk tolerance and forms and executes an appropriate investment plan to obtain measurable results.Giuseppe’s focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. Giuseppe follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment, and regularly rebalancing portfolios to obtain measurable results. He consults on risk management, retirement planning, and other critical financial strategies.
  • Carlton Group
    Director
    Carlton Group Aug 2018 - Present
    New York
    Carlton Group is an international real estate investment bank that specializes in equity and debt placement, merchant banking and commercial and residential loan sales. Our clients include some of the most successful developers and institutions globally. Founded in 1991, Carlton has consummated in excess of $157 billion of transactions since 1998 alone.
  • Pgim Investments
    Regional Sales Executive
    Pgim Investments Dec 2014 - Aug 2018
    Greater New York City Area
  • Axa Advisors, Llc
    Financial Advisor
    Axa Advisors, Llc Mar 2013 - Nov 2014
    Boca Raton
  • Suntrust Investment Services
    Financial Advisor
    Suntrust Investment Services Oct 2006 - Mar 2013
    Boca Raton, Florida

Giuseppe Riggi Skills

Series 7 Wealth Management Series 63 Mutual Funds Investments Retirement Planning Financial Services Asset Allocation Alternative Investments Securities

Giuseppe Riggi Education Details

Frequently Asked Questions about Giuseppe Riggi

What company does Giuseppe Riggi work for?

Giuseppe Riggi works for Max Benjamin Partners

What is Giuseppe Riggi's role at the current company?

Giuseppe Riggi's current role is Vice President.

What is Giuseppe Riggi's email address?

Giuseppe Riggi's email address is gi****@****hoo.com

What schools did Giuseppe Riggi attend?

Giuseppe Riggi attended Dowling College.

What skills is Giuseppe Riggi known for?

Giuseppe Riggi has skills like Series 7, Wealth Management, Series 63, Mutual Funds, Investments, Retirement Planning, Financial Services, Asset Allocation, Alternative Investments, Securities.

Who are Giuseppe Riggi's colleagues?

Giuseppe Riggi's colleagues are Jeremy Harris, Beth Mercante, Jason Moyal, Kristin Mellman, Michael Perlstein, Mark Stabler, Jordan Feinstein.

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