Vincent Brizzolara

Financial Advisor

Contact Me
Vincent Brizzolara


Excellence in helping clients like you with your personalized investment and financial strategies

My Story and Services


With over 3 years of industry experience, Vincent has dedicated his career to helping retirees and their beneficiaries develop and execute cohesive, integrated financial plans designed to enhance and preserve wealth. He is committed to implementing a comprehensive approach to family wealth which addresses his clients’ most pressing concerns about their financial future, as well as their legacy. As such, he takes a disciplined, consultative approach to wealth management which begins with gaining a detailed understanding of all facets of a client’s life. This enables Vincent to put his clients’ entire financial picture in the right perspective.

A native of San Luis Obispo and an alumni of California State University, Fullerton, Vincent has lived in Orange County since 2011. An active volunteer, Vincent is always ready to help local charitable organizations in need of assistance.

Services Include

  • 401(k) Rollovers
  • Asset Management
  • Corporate Retirement Plans
  • Fixed Income
  • Municipal Bonds
  • Financial Planning
  • Qualified Retirement Plans

Securities Agent: CA, MI, NV, OR; General Securities Representative; Investment Advisor Representative

NMLS#: 1638813

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Wealth Management Process

Wealth Management Process

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Our relationship begins with a thorough understanding of your immediate needs, priorities and goals. We’ll discover details about your credit and basic finances and help you take precautions to maintain credit and preserve assets.

We develop a tailored roadmap to begin to help you rebuild your wealth and achieve the outcomes you seek. We’ll identify the strategies to help you:
• Plan for retirement
• Provide healthcare protection for yourself and your children
• Revise your estate plan

Next, we help you implement the strategies we formulate together, taking into account special circumstances, such as alimony, child support and tax consequences of selling large assets like your home.

Achieving your goals requires vigilance and flexibility. We help monitor your progress and make adjustments as life evolves, markets and tax laws shift and priorities change.

Holistic Investment

An Established, Holistic Investment Process

We Utilize an Institutional, Multi-Factor Approach to Building Tailored Portfolios

Investment policy setting;
benchmark analysis; establish
time horizon & constraints;
determine approach
Reporting & monitoring;
performance analysis
& attribution
Custom Solution.jpg

Strategic and tactical
allocation advice

Manager selection & weightings
to seek to optimize risk-reward
profile; blend active and passive
managers to optimize fees;

Portfolio Management

4 Step Process

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  • Work with you to establish a realistic set of objectives based on:
    • Your financial goals
    • Time horizon
    • Liquidity needs
    • Tolerance to volatility and risk

  • Develop an investment strategy designed to help produce optimal portfolio performance
  • Seek to generate the highest return potential consistent with the strategy’s level of risk

  • Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy

  • Monitor your portfolio to track its performance relative to your stated objectives
  • Modify the portfolio on a discretionary basis as your needs and circumstances change over time

Portfolio Management II

Our Advice Adds Incremental Value in Distinct Ways

In addition to leveraging the recommendations of the Global Investment Committee and our deep bench of analysts and economists, we add incremental value through the utilization of distinct investment strategies.




  • 2677 North Main Street 10th Fl
  • Santa Ana, CA 92705


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact Vincent Brizzolara today.

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