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Chris Vizzi, CFP®
Co-Founder and Partner at South Coast Investment Advisors
Chris Vizzi, CFP®
Chris Vizzi is a Certified Financial Planner and co-founding partner at South Coast Investment Advisors, a boutique wealth management firm for high-net worth individuals and their families.12 He is an Elite Advisor with Independent Financial Group, the youngest advisor in the firm's history to reach this status.12
Vizzi specializes in retirement and estate planning, risk management, asset allocation, and tax planning.1 He holds FINRA Series 7 and 66 licenses as well as his California Life and Health Insurance license.1
In 2013, Vizzi founded the LIFT Foundation, a non-profit 501c3 based in Orange County, CA, and currently serves as Executive Director.12 The LIFT Foundation was formed to help support outreaches for the needy in Orange County.2
Vizzi has been recognized by InvestmentNews as a 40 Under 40 Honoree in 202014 and received the AssetMark Community Inspiration Award in 2020 for his work with children in high-risk situations.2 In 2022, LIFT was recognized by Invest In Others as a Grant for Change recipient.3
Vizzi earned his bachelor's degree in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara.12 He also received a Certificate in Entrepreneurship from the University.1
