Auction Ends: Nov 22, 2020 06:00 PM EST

Entertainment

2-Hour Financial Consultation with President and COO of Pell Wealth Partners

Item Number: 323

Estimated Value: 1200 USD
Opening Bid: 400 USD

Item Description

Bid for a two (2) hour financial planning consultation with President and COO of Pell Wealth Partners, Anthony Rizzuto.

During this 2 hour financial planning consultation, you will have a comprehensive one-on-one conversation about your entire financial life. Tony will dig deep, taking an in-depth look at your personal money goals, your values and how these are reflected in your current investments. Tony takes pride in his ability to ask the right questions, listening closely to your answers so you can feel confident the advice he provides reflects the unique goals of you and your family.

Don't miss this great opportunity to start developing a personalized financial plan so you can gain the confidence of knowing you are on the right path and can focus more on what matters most to you.

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 the roles of Financial Advisor, President, and Chief Investment Officer. As such, 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.

As a Financial Advisor, Tony is passionate about working with clients to help them plan to achieve their financial goals both now, and for the future. Tony has experience working with successful, high net-worth families and individuals to develop an investment strategy and financial plan that has been designed according to each of their individual needs and values.

At Pell Wealth Partners, they provide financial wisdom and help guide clients through life's complicated decisions as they work towards sustainable prosperity, multigenerational wealth and peace of mind. Tony looks forward to the opportunity to meeting with you to help you get started.