Chris Vizzi
Co-founder and Partner @South Coast Investment Advisors
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WORK HISTORY
Co-founder and Partner @South Coast Investment Advisors
Newport Beach, CA, US
Chris Vizzi is a Certified Financial Planner and a co-founding partner with South Coast Investment Advisors. He is an NFLPA Registered Player Financial Advisor and an Elite Advisor with Independent Financial Group, the youngest advisor in the firm’s history to reach this status. He has been recognized by InvestmentNews as a 40 Under 40 Honoree. Chris earned his bachelor’s degree in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara. He also received a Certificate in Entrepreneurship from the University.Chris has a passion for investing, utilizing a broad spectrum of asset classes and sophisticated investment strategies including alternatives. His clients look to him as their personal CFO, helping to grow their wealth and protect their legacy through highly personalized portfolio management. He specializes in retirement and estate planning, risk management, asset allocation, and tax planning. Chris holds FINRA Series 7 and 66 licenses as well as his California Life and Health Insurance license.In 2013, Chris founded the LIFT Foundation, a non-profit 501c3 based in Orange County, CA, and currently serves on the Board of Directors. In 2020, he received the AssetMark Community Inspiration Award for his work with children in high-risk situations.Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. South Coast Investment Advisors and IFG are unaffiliated entities. Information is provided from sources believed to be reliable however we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to the 3rd party website you are leaving our site and assume total responsibility for your use at these sites.
EDUCATION
UC Santa Barbara
Economics
SKILLS
ABOUT CHRIS VIZZI
Chris Vizzi, CFP® is a nationally recognized wealth advisor helping high-net-worth families make smarter, more purposeful financial decisions. As Co-Founding Partner at South Coast Investment Advisors, Chris serves as a Personal CFO to business owners, entrepreneurs, and multigenerational families—guiding them through everything from investment strategy and estate planning to liquidity events and philanthropic giving.With nearly two decades at Independent Financial Group, Chris brings a rare combination of technical knowledge and practical wisdom. His firm designs customized portfolios that integrate public and private markets, with a focus on risk management, tax-efficiency, and long-term purpose.Chris was named InvestmentNews Advisor of the Year for Alternative Investments in 2024 and recognized as one of the Top Advisors in the Country in 2025. He is a featured speaker at the South Coast Summit, where he shares insights on private markets, legacy planning, and economic strategy. He also serves on the InvestmentNews Expert Advice Panel, helping shape the future of financial guidance nationwide.Known for his work with 1031 exchanges, opportunity zones, charitable foundations, and donor-advised funds, Chris specializes in aligning wealth with impact. Beyond the numbers, he is deeply mission-driven: in 2013, he founded the LIFT Foundation, which supports vulnerable children and families through mentorship, education, and direct financial assistance.A proud Gaucho and graduate of UC Santa Barbara, Chris blends technical excellence with a heart for service—earning the trust of families who want to do more with their wealth than just grow it.Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment advisor. Member FINRA/SIPC. South Coast Investment Advisors and IFG are unaffiliated entities. For a list of states in which we are registered to do business, please visit provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website, you are leaving our site and assume total responsibility for your use or activity on the third-party sites.
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