Toney Gizzarelli
Fee-Based Financial Planning | Investment Advisory | Brokerage & Insurance
- Role
- Financial Planner at North Star Resource Group
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Toney Gizzarelli
Toney Gizzarelli is a CERTIFIED FINANCIAL PLANNER™ professional who manages an advice-based financial practice with long-term client relationships nationwide. She meets with most of her clients virtually where she helps them define their goals, develop comprehensive strategies, and implement their plans with ongoing service, support, and monitoring.Often, she works with people who are happy with their income but lack strategy and conviction about what they should be doing with their finances in the accumulation stage of their life. She has extensive knowledge of:• Robust employee benefits packages• Company stock plans• Tax minimization strategies• Military benefits & nuances• Retirement and non-retirement investment strategies• Home purchase strategies• Student loan management In her work with clients nearing or in retirement, Toney assists them by planning for and managing their distribution phase. In addition to the above, she can assist clients with:• Social security planning• Pension planning• Distribution/Income Strategies• Estate planning• Protection planning• Account consolidation and management• Tax PlanningToney is very passionate about her client relationships and is honored to still work with those whom she initially met when she first launched in 2015. She has a reputation for being very personable, integrous, and dedicated.She is upheld to the fiduciary standard as she focuses on fee-based financial planning as an independent financial advisor partnered with North Star Resource Group, one of the nation’s largest and oldest privately-held independent financial advising firms. They manage over $11 billion of client assets entrusted to them with origins tracing back to 1908^1. Toney’s hobbies include running and reading. She resides in Austin, TX, where she grew up, and where her family lives.Qualifications• CERTIFIED FINANCIAL PLANNER™ Certification• FINRA Series 6• FINRA Series 7• FINRA Series 63• FINRA Series 65• Licensed Life, Accident, and Health Insurance Agent• University of Texas at Austin, Bachelor of Economics• University of Texas at Austin, McCombs School of Business Certificate • Pepperdine University, Graziadio Business School OnlineOrganizations• Texas Darlins Alumnae• Texas Exes• Financial Planning Association • Securian Financial WISE- Women Inspiring & Supporting Excellence• Community Bible Study56•••80/DOFU 5-2023
Experience
Financial Planner
Aug 2018 — Present · US
Two Barton Skyway 1601 South MoPac Expressway Suite 475 Austin, TX 78746.Investment advisor representative of Cetera Investment Advisers, LLC. Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic #06•••76), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 2701 University Ave SE, Minneapolis, MN 55414. CA# 0M47982.
Education
The University of Texas at Austin
Bachelor of Economics
2015
Pepperdine Graziadio Business School
Online Financial Planning Program
2022
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.