1-Hour Financial Consultation with the President of Pell Wealth Partners

Item Number: 101

Time Left: CLOSED

Value: $1,200

Online Close: Nov 30, 2022 10:00 PM EST

Purchase History: 1 item sold


Meet Tony Rizzuto, CFP®, CLU®, APMA®, Financial Advisor and President of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

During this 1 hour financial planning consultation, we will have a comprehensive one-on-one conversation about your entire financial life. Tony will dig deep, taking an in-depth look at your personal money goals, your values and how these are reflected in your current investments. Tony takes pride in his ability to ask the right questions, listening closely to your answers so you can feel confident the advice he provides reflects the unique goals of you and your family.

Don’t miss this great opportunity to start developing a personalized financial plan so you can gain the confidence of knowing you are on the right path and can focus more on what matters most to you.

Tony Rizzuto, CFP®, CLU, APMA® joined Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. in 2011. With over 30 years of experience in the financial services industry, Tony serves the roles of Financial Advisor, President, and Chief Investment Officer. As such, Tony is responsible for ensuring the practice is making educated investment decisions in line with our clients' needs and values. He does this by leading the committee through monthly due-diligence meetings, decision making processes, client communications and managing external relationships. 

As a Financial Advisor, Tony is passionate about working with clients to help them plan to achieve their financial goals both now, and for the future. Tony has experience working with successful, high net-worth families and individuals to develop an investment strategy and financial plan that has been designed according to each of their individual needs and values.

Tony graduated from Clark University with a BA in Business Management. He is a CERTIFIED FINANCIAL PLANNER professional and Accredited Portfolio Management Advisory. Tony is a Chartered Life Underwriter® and has extensive experience helping clients' asses their need for long-term care and life insurance. Knowing that each and every case is unique, Tony works with clients to help ensure they are being given options customized to their individual needs.

Tony is a member of the Financial Planning Association and the Business Council of Westchester, where he serves on the Board of Directors for the Business Council of Westchester Foundation. In an effort to align Pell Wealth Partner's desire to integrate best practices and promote sustainability from within, Tony led the team in implementing changes that would allow the firm to become certified as a part of New York's Green Business Partnership.

At Pell Wealth Partners, we provide financial wisdom and help guide our clients through life's complicated decisions as they work towards sustainable prosperity, multigenerational wealth and peace of mind. Tony looks forward to the opportunity to meeting with you to help you get started.


Special Instructions

Consultation Must Take Place By December 1, 2023

Donated by

Anthony Rizzuto