Patrick Lizza, Crpc®, Crps®, Efc, Cepa® Email and Phone Number
Patrick Lizza, Crpc®, Crps®, Efc, Cepa® work email
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Patrick Lizza, Crpc®, Crps®, Efc, Cepa® personal email
Pat is the Branch Manager in the Indian Wells office and a member of Aligned Wealth Partners. He joined UBS in 2011 and has worked with the team to hone their client focused approach. Aligned Wealth Partners has built a comprehensive wealth management practice serving select professionals, entrepreneurs, retirees and their families. With financial planning at its core, the team recognizes that every client has a unique set of circumstances and aspirations and employs a detailed discovery process that enables us to deeply understand not just the client's financial data, but more importantly, their values, goals, and relationships. This holistic approach enables the team to develop customized strategies specific to the client's needs which should maximize the probability that their objectives are achieved.Prior to UBS, Pat spent 17 years in the high end hospitality industry developing significant trust with clients and an understanding of their needs. He served as treasurer on the Board of Directors of Xavier Jesuit College Preparatory High School and currently serves on the Southwestern Growers Tournament Committee for the Boys and Girls Club of the Coachella Valley. and Board of Directors for the Desert World Affairs Council. Pat and his wife, Tricia, live in La Quinta and have two grown children, Meg and Hogan./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
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Director - Branch Manager, Crpc® Crps®, Efc, Cepa®UbsLa Quinta, Ca, Us -
Director - Branch Manager, Crpc® Crps®, Efc, Cepa®Ubs Oct 2011 - PresentZurich, ChPlanning With over 55 years of combined experience and multiple planning and investment designations, the Flanagan team has become the trusted advisor for our clients and their families. Recognizing that every client has a unique set of circumstances and aspirations, we employ a detailed discovery process that enables us to deeply comprehend not just the client's financial data, but more importantly, their values, goals, relationships and desires. This level of insight provides us with significant benefits: • A 360 degree view of the client's situation and all of the variables that will impact decision making. • The ability to agree upon areas of focus and prioritize action steps (i.e. retirement planning, estate planning, insurance planning, liability planning, legacy planning, tax efficiency and portfolio management, etc.). • The ability to assemble an informed investment plan specific to the client's needs which will maximize the probability that the stated goals will be achieved. • The ability to help coordinate and streamline the conversations that were once held separately with other advisors (CPAs, attorneys, fiduciaries, etc.) to ensure that all parties are aligned in pursuit of the planning objectives. Retirement Plan Consulting As a UBS Retirement Plan Consultant, the Flanagan team provides access to the resources and fiduciary support of a global firm and collaborates with third-party providers to assist plans sponsors better manage their plans. The services are customizable and may include: • Investment consulting • Plan program consulting including provider searches • Employee education consulting and coordination
Patrick Lizza, Crpc®, Crps®, Efc, Cepa® Education Details
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University Of California, BerkeleyHistory
Frequently Asked Questions about Patrick Lizza, Crpc®, Crps®, Efc, Cepa®
What company does Patrick Lizza, Crpc®, Crps®, Efc, Cepa® work for?
Patrick Lizza, Crpc®, Crps®, Efc, Cepa® works for Ubs
What is Patrick Lizza, Crpc®, Crps®, Efc, Cepa®'s role at the current company?
Patrick Lizza, Crpc®, Crps®, Efc, Cepa®'s current role is Director - Branch Manager, CRPC® CRPS®, EFC, CEPA®.
What is Patrick Lizza, Crpc®, Crps®, Efc, Cepa®'s email address?
Patrick Lizza, Crpc®, Crps®, Efc, Cepa®'s email address is ef****@****ubs.com
What schools did Patrick Lizza, Crpc®, Crps®, Efc, Cepa® attend?
Patrick Lizza, Crpc®, Crps®, Efc, Cepa® attended University Of California, Berkeley.
Who are Patrick Lizza, Crpc®, Crps®, Efc, Cepa®'s colleagues?
Patrick Lizza, Crpc®, Crps®, Efc, Cepa®'s colleagues are Flloyd Rewa, Ethan Harro.
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