Maria Giacalone-Mozo
Wealth Management Advisor @ LPL Financial | CRPC, Financial Planning
- Role
- Wealth Management Advisor at LPL Financial
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Maria Giacalone-Mozo
As a Wealth Management Advisor at LPL Financial, I help my clients manage their assets and plan for their retirement income needs, using a holistic and long-term investment approach. I hold the Chartered Retirement Planning Counselor(SM) designation from the College for Financial Planning, which equips me with the knowledge and skills to address the challenges and opportunities of retirement planning.I work closely with my clients to understand their needs and to overcome behavioral biases that may affect their investment decisions. I make active management adjustments as needed, based on market conditions and client objectives. I also offer ongoing investment recommendations and education, as well as comprehensive financial planning services, such as asset allocation, college education planning, philanthropic and legacy planning, and 401k, 403b, 457, Simple, SEP, IRA strategies.I have over 9 years of experience in the financial services industry, working with individuals, families, and business owners across various sectors and stages of life. I am passionate about helping my clients work towards achieving their financial goals. When I am not working with clients, I am dedicated to making my community a better place to live through philanthropic activities and attending events. I also value quality time with my family and friends. Mom is my favorite title, but I strive to be great at all my titles.
Experience
Wealth Management Advisor
Sep 2021 — Present · Tampa, FL, US
LPL Financial Services Include but not limited to:* Portfolio Management * Asset Allocation * Financial Planning * Retirement Income Strategies * Ongoing Investment Recommendations* Ongoing Investment Monitoring* College Education Planning * Philanthropic and Legacy Planning * 401k, 403b, 457, Simple, SEP, IRA CRPC conferred by College for Financial Planning.Disclosures: The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or participate in any trading strategy. Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded from registration. Securities offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
University of South Florida
Bachelor of Arts (BA)
2011 — 2015
Yale School of Management
Investment Management Theory & Practice
2020 — 2021
College for Financial Planning
Chartered Retirement Planning Counselor(SM)
Skills
- Management
- Event Management
- Social Networking
- Corporate Events
- Market Research
- Sales
- Online Advertising
- Public Relations
- Social Media Marketing
- Public Speaking
- Trade Shows
- Marketing Management
- Marketing
- Strategic Planning
- Marketing Communications
- Integrated Marketing
- Event Planning
- Brand Management
- Fundraising
- Marketing Strategy
- Social Media
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