Chris Vizzi, CFP® is a co-founder and partner at South Coast Investment Advisors, a boutique wealth management firm specializing in financial planning for high-net-worth individuals and their families. After studying Economics at UC Santa Barbara, Vizzi has amassed decades of experience in money management, tax planning, estate transfer, and portfolio risk mitigation. As a Personal Financial Advocate, Vizzi works in close partnership with trusted advisors to help guide clients through financial decision-making. South Coast Investment Advisors uses sophisticated financial planning software to organize client financial information into one consolidated place. The portfolio architecture is made up of elite money managers with expertise in various investment strategies, allowing clients to have potential success in all types of markets. Vizzi is a registered representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment advisor.