LPL Financial announced that financial advisor Jerry Rizza has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $250 million in advisory, brokerage and retirement plan assets and joins LPL from Osaic. With 31 years of financial services experience, Rizza’s unique background includes playing professional baseball within the Oakland A’s minor league system followed by more than three years as an accountant at a CPA firm in New York City. Based in Melville, NY, about 30 miles from New York City, Rizza is joined at Rizza Financial Services by two highly valued, longtime licensed assistants Rachel Beneventano and Jessica Weich. Rizza specializes in retirement planning and behavioral investment counseling, and he enjoys helping clients accrete wealth and harvest income for a more comfortable retirement.
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 55% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on LPLA: