PHONE: 877-922-SCIA (7242)   FAX: (949) 825-7541

Our Process

Our clients view us as their Personal CFOs, helping guide them through all of their financial decision making. We provide financial advice to people who want to protect and grow their money.

The Vault

The South Coast Vault comes with an online secure storage facility that stores and protects valuable personal documents such as wills, trusts, insurance documents and passports.

Riskalyze

Our Riskalyze technology identifies your acceptable levels of risk and reward with unparalleled accuracy. Ensure your portfolio aligns with your investment goals and expectations.

UPCOMING EVENTS

South Coast Investment Advisors is pleased announce the following events and you are invited to join!

february

21feb12:00 pm1:30 pmBlackstone | Understanding Alternatives

South Coast Investment Advisors, LLC. All rights reserved. Chris Vizzi, Kelly Clyde, and Michelle Vizzi are Registered Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC.

South Coast Investment Advisors and Independent Financial Group are not affiliated.
Licensed to sell securities in AZ, CA, ID, IL, MO, NC, NV, NY, TX, WA, WI - CA Insurance License #OE65912

Information provided here is from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate or complete. When you click on a link to a third party website, you are leaving our site and assuming all responsibility for your use on these sites. The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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