Christian Rizzi

Wealth Management Advisor

 


Christian is a 13 year veteran of the financial services industry.  As an Accredited Investment Fiduciary, (AIF), his practice specializes in Fiduciary Wealth Management and 401(k) Plan Sponsor Services. 

 

Christian is a third generation Northern California resident.  His community service activities include years serving as a board member for both his Rotary Club and church.  He most recently served as President of his Rotary Club in 2021 and was awarded Rotarian of the Year in 2015.

 

Christian’s wife Kelly is a Director of Education at the Shasta County Office of Education.  Together with their son, they enjoy many of the outdoor activities the North State has to offer. 

 

When you entrust your investible dollars with Christian you can expect to receive:

 

  • Your phone call answered by a real person and virtually no “hold” time.
  • Fiduciary Asset Management.
  • A portfolio allocation of quality investments diversified not only by investment strategy but also by asset manager.  Each is tailored to your objectives and risk tolerance.  Options include “Actively Managed”, “Tax Efficient” or “Socially Responsible” with risk categories from Aggressive Growth to Wealth Preservation within each option.
  • A Rigorous 12pt. Fiduciary Investment Screening Process.
  • Portfolio Back-testing and Stress-testing against various market conditions.
  • A 12 to 18 month investment outlook.  Why?  Because clients don’t want to wait three to five years for the growth of their portfolio or for its preservation.  Many managers take a three to five year outlook in their strategic model portfolios. 
  • Allocations developed in collaboration with many of the country’s top economic analysts and economists.  We are regularly consulting with firms like BlackRock, J.P. Morgan, Franklin Templeton, Lord Abbett, First Trust, Capital Group, Fidelity and LPL Research to name just a few.
  • Financial Planning Services included at no additional charge.
  • A deep and broad network of professional relationships from Estate Planning, Legal and Trust Services, Taxes, Insurance and more.
  • Market insights and investment education.
  • Growth, Income and Investment Preservation Strategies not often offered through other firms.

 

Even with all that, one of the most important reasons to partner with Christian as your Wealth Management Advisor is because, to Christian, you matter.  He takes helping you address your financial goals seriously and personally.  “I want what you want, your success.  I work with my clients like they’re family”.

 

Christian Rizzi is a Registered Representative with securities and asset management offered through LPL Financial, a registered Investment Advisor. Member FINRA/SIPC.

 

Phone 530 223-6272
Fax 530 223-6399