skip to Main Content

My Vault 877-922-7242

Facebook Linkedin

About Us
Our Process
- Personal CFO
  Dedicated guidance through all of your financial decision making.
  
  Vault
  We organize all of your financial information in one consolidated place.
  
  Riskalyze
  Align your portfolio with the precise amount of risk using Riskalyze.
  
  Portfolio Architecture
  Get a financial blueprint designed with your goals in the forefront.
Events
- Upcoming
- Summit 2022
Research
Marketplace
Podcast

Welcome Register Strategies Login

Update your Password

Forgot Password?

Reset Password

Please enter your email address or username.
A reset password link will be sent to your email.

Email Address or Username

Be first to know

Stay Updated

Your email address

877-922-7242 • info@southcoastinvest.com

1520 N El Camino Real, Unit 1
San Clemente, CA 92672

Facebook Linkedin Email Phone

South Coast Investment Advisors, LLC. All rights reserved. Chris Vizzi, Kelly Clyde, Michelle Vizzi-Taylor, Tim Vizzi, Celina Coffman, and Mike DiGaetano 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 AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, MD, MI, NC, NE, NJ, NM, NV, NY, OR, SC, TN, TX, VA, WA, WI, WY – CA Insurance License Chris Vizzi: #0G59248, Kelly Clyde: #0E65912, Michelle Vizzi-Taylor: #0E83396

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.

Check the background of our investment professionals by using
FINRA’S BROKERCHECK

© 2023 South Coast Investment Advisors, All rights reserved. • Privacy Policy • Site Credit

About Us
Our Process
Events
- Upcoming
- Summit 2022
Research
Marketplace
- Login
- Register
Podcast
Contact
Subscribe
My Vault

Remember me

Forgot your password?

Lost your password? Please enter your email address. You will receive mail with link to set new password.

Smart Strategies

OUR SMART STRATEGIES

Wondering what all this means?

X

X