Chris Vizzi is a Certified Financial Planner and a co-founding partner with South Coast Investment Advisors. He is an Elite Advisor with Independent Financial Group, the youngest advisor in the firm’s history to reach this status. He has been recognized by InvestmentNews as a 40 Under 40 Honoree. Chris earned his bachelor’s degree in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara. He also received a Certificate in Entrepreneurship from the University.
Chris has a passion for investing, utilizing a broad spectrum of asset classes and sophisticated investment strategies including alternatives. His clients look to him as their personal CFO, helping to grow their wealth and protect their legacy through highly personalized portfolio management. He specializes in retirement and estate planning, risk management, asset allocation, and tax planning. Chris holds FINRA Series 7 and 66 licenses as well as his California Life and Health Insurance license.
In 2013, Chris founded the LIFT Foundation, a non-profit 501c3 based in Orange County, CA, and currently serves as Executive Director. In 2020, he received the AssetMark Community Inspiration Award for his work with children in high-risk situations. In 2022, LIFT was recognized by Invest In Others as a Grant for Change recipient. Chris loves sports and the outdoors and in his free time he enjoys the beach, especially the water. He currently resides in San Clemente, CA with his wife Candice and their four kids: Callie, Cruz, Campbell, and Coral.