Services
1-Hour Financial Consultation with President & COO of Pell Wealth Partners
- Item Number
- 213
- Estimated Value
- 1200 USD
- Opening Bid
- 450 USD
Item Description
Tony Rizzuto, CFP, CLU, APMA joined Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. in 2011. With over 30 years of experience in the financial services industry, Tony serves as a Financial Advisor & Chief Operating Officer of Pell Wealth Partners. Having spent the majority of his career at Ameriprise, Tony has held many leadership positions including District Manager, Branch Manager, Associate Vice President and Registered Principal. As Chair of the Pell Wealth Partners Investment Committee, Tony is responsible for ensuring the practice is making educated investment decisions in line with our clients needs and values. He does this by leading the committee through monthly due-diligence meetings, decision making processes, client communications and managing external relationships.
Tony graduated from Clark University with a BA in Business Management. He is a CERTIFIED FINANCIAL PLANNER professional and Accredited Portfolio Management Advisory. Tony is a Chartered Life Underwriter® and has extensive experience helping clients asses their need for long-term care & life insurance. Knowing that each and every case is unique, he works with clients to help ensure they are being given options customized to their individual needs. Tony is a member of the Financial Planning Association and the Business Council of Westchester, where he serves on the Board of Directors for the Business Council of Westchester Foundation. Tony led Pell Wealth Partners to become certified as a part of New York’s Green Business Partnership and make organizational changes to align our practice's desire to integrate best practices to promote sustainability from within.
Item Special Note
Consultation Must Take Place By November 1, 2020
Treehouse Shakers stores data...
Your support matters, so Treehouse Shakers would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Treehouse Shakers, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so Treehouse Shakers will keep your personal data secure and Treehouse Shakers will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.