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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

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