FEATURED WINNER
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www.southcoastinvest.com
linkedin.com/in/chrisvizzi/
chris@southcoastinvest.com
877-922-7242
1520 N El Camino Real, Suite 1,
San Clemente, CA 92672
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WINNER:
Advisor of the Year – Alternative Investments
Chris Vizzi
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@blackfishfinance
@EarthEquityAdv
Chris Vizzi is a Certified Financial Planner and Co-Founding Partner at South Coast Investment Advisors. He holds the distinction of being the youngest Elite Advisor in the history of his broker dealer, Independent Financial Group. In 2024, InvestmentNews honored him as Advisor of the Year for Alternative Investments, adding to his recognition in their 40 Under 40 list, Class of 2020. Chris graduated from the University of California, Santa Barbara, with a degree in Business Economics and a Certificate in Entrepreneurship.
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South Coast Investment Advisors
Chris is passionate about investing and employs a broad range of asset classes and sophisticated strategies, including alternatives. He acts as a personal CFO for his clients, helping grow their wealth and protect their legacy through tailored portfolio management. His expertise includes retirement and estate planning, risk management, insurance planning, and tax-advantaged investments. He is also an authority on situational tax planning strategies such as 1031 tax-deferred exchanges and qualified opportunity zones.
A philanthropist, Chris founded the LIFT Foundation in 2013 and serves as its Executive Director. The non-profit supports families and children in high-risk situations and was recognized by Invest-In-Others as a Grant for Change recipient in 2022.
@blackfishfinance
