CoverProfile

Walter Rizo

Senior Investment Associate

Mission Wealth

United States, California, Santa Barbara

About Me

Walter Rizo is a Senior Investment Associate at Mission Wealth. He brings a wealth of experience and expertise to the team. His primary responsibilities include conducting investment research to help identify promising opportunities, executing trades to optimize portfolio performance, and analyzing portfolio data. Walter plays a pivotal role in aligning client portfolios with their unique financial objectives.

Profile Information

Senior Investment Associate

Mission Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Santa Barbara

California

United States

May 15, 2024

More profiles to browse

Profile Photo
Jose Latorre
Investment Associate
EN
Emil Nazaretyan
Partner and Director of Investments
Profile Photo
Dannell Stuart
President and Partner
Profile Photo
Alejandro Segovia
Investment Associate

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
PM
Prtima MISHRA1
Software Engineer
PA TEST
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale