Vincent Brizzolara

Financial Advisor

Contact Me
Vincent Brizzolara

MY MISSION STATEMENT

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

My Story and Services

Welcome!

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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DISCOVER
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.

CREATE
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

ACT
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.

ADJUST
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;
rebalancing


Portfolio Management

4 Step Process


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

  • 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
EVALUATE AND SELECT
INVESTMENTS

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

  • 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.

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Location

Location

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


    Investing

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

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

    Retirement

    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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