
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
Dannell Stuart
President and Partner
Kieran Osborne
Chief Investment Officer
GS
Gregory Smith
Director of Financial Planning and Compliance Specialist
Brian Sottak
Partner & Managing Director
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation