Lawrence Pizzella, Mba Email and Phone Number
Lawrence Pizzella, Mba work email
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Lawrence Pizzella, Mba personal email
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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
Legacy Wealth Advisors
View- Website:
- legacywealthcanada.com
- Employees:
- 4
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Investment AnalystLegacy Wealth AdvisorsSan Jose, Ca, Us
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Financial AdvisorAria Wm Jan 2017 - PresentSaratoga, California, UsFee-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 -
Investment AnalystLegacy Wealth Advisors Dec 2012 - PresentContributed 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 transitioning all client accounts onto the Envestnet platform. Developed scalable operating procedures to support future growth.Legacy Wealth Advisors is an independent registered investment advisory and wealth management firm located in the heart of Silicon Valley whose mission has been to take care of the comprehensive financial, investment, estate and charitable planning needs of our high net worth families and institutional clients in a highly personalized, service-oriented fashion.
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Senior Investment Analyst & Head Of TradingEncompass Go! Apr 2014 - Dec 2016Worked 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 redundancies and improve efficiency.Coordinates and executes trades within all managed accounts across five custodians including operational rebalancing, raising/investing cash and executing large block orders.Managed a nine member investment committee, lead monthly meetings, analyzed investment ideas, summarized findings and presented to over 120 financial advisors.Developed various firm marketing materials (website, fact sheets presentations, pitch books, etc.) Creates client review presentations and tools for advisors to help them to communicate investment strategies to clients.Wrote a weekly “Markets in Review” article for the firm website and contributes commentary to monthly and quarterly newsletters.
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Assistant To The Certified Financial Planner/Tax AccountantCentaurus Financial, Inc.® 2002 - 2009Anaheim, Ca, UsAssistant 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, reinvestments, and returnsResponsible for ensuring office was in compliance with all FINRA and SIPC rules and regulationsPerformed daily reports on the financial markets for the CFPResponsible for completion of approximately 375 high net worth personal income tax returns annuallyPerformed bookkeeping duties using QuickBooks software for multiple small businesses -
OwnerDrive Discounters 2000 - 2002• 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
Lawrence Pizzella, Mba Skills
Lawrence Pizzella, Mba Education Details
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Santa Clara UniversityFinance And Financial Management Services -
San José State UniversityCorporate Financial Managment
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Bellarmine College Preparatory
Frequently Asked Questions about Lawrence Pizzella, Mba
What company does Lawrence Pizzella, Mba work for?
Lawrence Pizzella, Mba works for Legacy Wealth Advisors
What is Lawrence Pizzella, Mba's role at the current company?
Lawrence Pizzella, Mba's current role is Investment Analyst.
What is Lawrence Pizzella, Mba's email address?
Lawrence Pizzella, Mba's email address is la****@****ail.com
What schools did Lawrence Pizzella, Mba attend?
Lawrence Pizzella, Mba attended Santa Clara University, San José State University, Bellarmine College Preparatory.
What are some of Lawrence Pizzella, Mba's interests?
Lawrence Pizzella, Mba has interest in Science And Technology, Children, Education.
What skills is Lawrence Pizzella, Mba known for?
Lawrence Pizzella, Mba has skills like Accounts Payable, Financial Analysis, Financial Accounting, Investments, Trading, Finance, Portfolio Management, Investment Advisory, Asset Management, Financial Modeling, Capital Markets, Trading Systems.
Who are Lawrence Pizzella, Mba's colleagues?
Lawrence Pizzella, Mba's colleagues are Heera Singh, Cfp®, Clu®, Palvinder Sandhu.
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