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Lawrence Pizzella is an Investment Advisor Representative at Aria Wealth Management, a firm with offices in Saratoga, CA. Lawrence has been working in the financial services industry since 2013 and has a Series 65 license. Lawrence is a specialist in working with a variety of client types, including individuals, high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, and charitable organizations. Lawrence provides financial planning, pension consulting, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Aria Wealth Management (SARATOGA CA)
IA
Issued 02/18/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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