Who's Moving Where In Wealth Management? – Independent Financial Group, Petrizzo
The latest wealth management moves in North America.
Independent Financial Group
Financial advisor Jim Petrizzo, founder of Petrizzo Financial in Boulder City, Nevada, has partnered with Independent Financial Group, a broker-dealer based in San Diego, California.
Jim Petrizzo operates his family firm with his wife, Michelle Petrizzo, and daughter, Chelsea Petrizzo (all pictured). Jim and Chelsea are registered financial advisors, and Michelle covers administrative support. The business is located inside the Boulder Dam Credit Union.
Petrizzo Financial, which was founded in 1991, is licensed to operate in 17 states, and serves more than 1,500 client accounts, most of which are families and retirees.
Founded in 2003, IFG supports more than 640 independent financial professionals across 389 offices nationwide.