Giovanni Todesco
Manager at UPS
- Role
- Wealth Advisor at Belpointe Asset Management
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Giovanni Todesco
Giovanni Todesco is a licensed financial professional with Belpointe Asset Management, specializing on working with small business owners (most of which consist of Medical professionals who own their own practice), although he does have a variety of other types of clients. He specializes in retirement planning, investing, estate planning and insurance. His approach is one based on education and consultation. It is a philosophy that empowers his clients to make decisions based on their own educated conclusions. Developing deep and lasting relationships is the main source of Giovanni\'s professional satisfaction. Giovanni is a Southern California native and earned his B.A. in Business Administration, Finance from California State University, Fullerton. He is active in multiple nonprofit organizations and enjoys being a mentor.
Experience
Wealth Advisor
Oct 2014 — Present · Newport Beach, CA, US
Education
California State University, Fullerton
Bachelor of Arts (B.A.), Business Administration, Finance
2000 — 2004
Skills
- Financial Planning
- Series 65
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Excel
- Powerpoint
- Microsoft Excel
- Employee Benefits
- Fixed Income
- Financial Advisory
- Uniform Combined State Law
- Financial Analysis
- Wealth Management
- Series 63
- Asset Management
- Microsoft Word
- Retirement
- Strategic Financial Planning
- Insurance
- Investment Advisory
- Series 66
- Word
- Investment Strategies
- Alternative Investments
- Investments
- Securities
- Estate Planning
- Portfolio Management
- Financial Modeling
- Relationship Management
- Small Business
- Retirement Planning
- Life Insurance
- Finance
- Cash Management
- Life & Health Insurance Licenses
- Series 7
- Financial Services
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