
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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