AeroLeads people directory · profile
Lawrence Pizzella, Mba Email & Phone Number
Investment Analyst
at
Legacy Wealth Advisors
1 work email found
@ariawm.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Analyst
Location
San Jose, California, United States
Company size
Who is Lawrence Pizzella, Mba? Overview
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Quick answer
Lawrence Pizzella, Mba is listed as Investment Analyst at Legacy Wealth Advisors, a company with 4 employees, based in San Jose, California, United States. AeroLeads shows a work email signal at ariawm.com and a matched LinkedIn profile for Lawrence Pizzella, Mba.
Lawrence Pizzella, Mba previously worked as Financial Advisor at Aria Wm and Senior Investment Analyst & Head of Trading at Encompass Go!. Lawrence Pizzella, Mba holds Master Of Business Administration (M.B.A.), Finance And Financial Management Services from Santa Clara University.
Company email context
Email format at Legacy Wealth Advisors
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*@ariawm.com
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Profile bio
About Lawrence Pizzella, Mba
Lawrence Pizzella is the Co-Founder and CEO of ARIA WM, a Silicon Valley-based financial firm that offers comprehensive planning-based wealth management services to mid-high net worth professionals and business owners. Lawrence has more than a decade of experience in the financial services industry and feels that he can make a difference in his clients’ lives by educating them about their finances in a thoughtful and proactive way.Lawrence is fee-only independent financial advisor. He feels that being a fee-based independent financial advisor with a fiduciary responsibility truly aligns his interests with his client's interests and allows him to make unbiased investment decisions.What he enjoys most about being a financial advisor is building long-lasting relationships with his clients and helping them sustain their financial success so that they can pursue their aspirations.Lawrence is a San Jose native who enjoys playing golf and cooking for his family and friends. He loves vacationing in Lake Tahoe in the summer and winter months. Specialties Include: · Investment management· Debt management· Risk management· Retirement planning· Financial planning· Estate planning· Educational fundingwww.ariawm.com
Listed skills include Accounts Payable, Financial Analysis, Financial Accounting, Investments, and 11 others.
Current workplace
Lawrence Pizzella, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
Legacy Wealth Advisors
6 roles · 26 years
Lawrence Pizzella, Mba work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentFee-Only Investment ManagementCan help with all aspects of wealth management including portfolio risk analysis, investment strategy recommendation, investment implementation, comprehensive financial planning, and retirement income options.www.ariawm.com
Jan 2017 - Present
Investment Analyst
Current
Legacy Wealth Advisors
Contributed to the development of customized investment strategies for high net worth clients.Responsible for account administration, trading and rebalancing of all firm accounts.Monitor firm investment strategies, analyze client holdings and assemble reports on account performance. Improved account administration procedures and operational efficiency by.
Dec 2012 - Present
Senior Investment Analyst & Head Of Trading
Encompass Go!
Worked with the portfolio manager to create a suite of ETF & Mutual Fund strategies. Increased AUM from 5 Million in 100 accounts to 70 Million in 500 accounts in less than 12 months.Developed scalable operating procedures and systems to efficiently support aggressive growth goals.Designed and implemented portfolio rebalancing tools to minimize.
Apr 2014 - Dec 2016
Assistant To The Certified Financial Planner/Tax Accountant
Assistant to the Certified Financial PlannerPrepared materials for broker/client presentationsWorked directly with back office and mutual fund companies Communicated with clients to ensure that all account information, applications, and fund transfer forms were completed correctlyPrepared quarterly individual investment reports with detailed cost basis.
2002 - 2009
~7 yrs
Owner
Drive Discounters
- Owned and managed a private business that sold computer surplus inventory through online vendors
- Handled all aspects of the business including customer service, marketing, bookkeeping, purchases, and sales
- Grew business to $50K in sales annually
2000 - 2002
~2 yrs
3 education records
Lawrence Pizzella, Mba education
Master Of Business Administration (M.B.A.), Finance And Financial Management Services
Santa Clara University
Bachelor Of Business Administration (B.B.A.), Corporate Financial Managment
San José State University
Education record
Bellarmine College Preparatory
FAQ
Frequently asked questions about Lawrence Pizzella, Mba
Quick answers generated from the profile data available on this page.
What company does Lawrence Pizzella, Mba work for?
Lawrence Pizzella, Mba works for Legacy Wealth Advisors.
What is Lawrence Pizzella, Mba's role at Legacy Wealth Advisors?
Lawrence Pizzella, Mba is listed as Investment Analyst at Legacy Wealth Advisors.
What is Lawrence Pizzella, Mba's email address?
AeroLeads has found 1 work email signal at @ariawm.com for Lawrence Pizzella, Mba at Legacy Wealth Advisors.
Where is Lawrence Pizzella, Mba based?
Lawrence Pizzella, Mba is based in San Jose, California, United States while working with Legacy Wealth Advisors.
What companies has Lawrence Pizzella, Mba worked for?
Lawrence Pizzella, Mba has worked for Legacy Wealth Advisors, Aria Wm, Encompass Go!, Centaurus Financial, Inc.®, and Drive Discounters.
Who are Lawrence Pizzella, Mba's colleagues at Legacy Wealth Advisors?
Lawrence Pizzella, Mba's colleagues at Legacy Wealth Advisors include Palvinder Sandhu and Heera Singh, Cfp®, Clu®.
How can I contact Lawrence Pizzella, Mba?
You can use AeroLeads to view verified contact signals for Lawrence Pizzella, Mba at Legacy Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Lawrence Pizzella, Mba attend?
Lawrence Pizzella, Mba holds Master Of Business Administration (M.B.A.), Finance And Financial Management Services from Santa Clara University.
What skills is Lawrence Pizzella, Mba known for?
Lawrence Pizzella, Mba is listed with skills including Accounts Payable, Financial Analysis, Financial Accounting, Investments, Trading, Finance, Portfolio Management, and Investment Advisory.
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