Welcome!

With over 3 years of industry experience, Vincent has dedicated his career to helping retirees and their beneficiaries develop and execute cohesive, integrated financial plans designed to enhance and preserve wealth. He is committed to implementing a comprehensive approach to family wealth which addresses his clients’ most pressing concerns about their financial future, as well as their legacy. As such, he takes a disciplined, consultative approach to wealth management which begins with gaining a detailed understanding of all facets of a client’s life. This enables Vincent to put his clients’ entire financial picture in the right perspective.


A native of San Luis Obispo and an alumni of California State University, Fullerton, Vincent has lived in Orange County since 2011. An active volunteer, Vincent is always ready to help local charitable organizations in need of assistance.
Services Include
  • 401(k) Rollovers
  • Asset Management1
  • Corporate Retirement Plans2
  • Fixed Income3
Securities Agent: CA, OR, NV, MT, MI, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1638813
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Wealth Management Process

  • DISCOVER
    Our relationship begins with a thorough understanding of your immediate needs, priorities and goals. We’ll discover details about your credit and basic finances and help you take precautions to maintain credit and preserve assets.
  • CREATE
    We develop a tailored roadmap to begin to help you rebuild your wealth and achieve the outcomes you seek. We’ll identify the strategies to help you:
    • Plan for retirement
    • Provide healthcare protection for yourself and your children
    • Revise your estate plan
  • ACT
    Next, we help you implement the strategies we formulate together, taking into account special circumstances, such as alimony, child support and tax consequences of selling large assets like your home.
  • ADJUST
    Achieving your goals requires vigilance and flexibility. We help monitor your progress and make adjustments as life evolves, markets and tax laws shift and priorities change.

An Established, Holistic Investment Process

  • We Utilize an Institutional, Multi-Factor Approach to Building Tailored Portfolios
    Investment policy setting;
    benchmark analysis; establish
    time horizon & constraints;
    determine approach
    Reporting & monitoring;
    performance analysis
    & attribution
  • Strategic and tactical
    allocation advice




    Manager selection & weightings
    to seek to optimize risk-reward
    profile; blend active and passive
    managers to optimize fees;
    rebalancing

4 Step Process

  • ESTABLISH FINANCIAL OBJECTIVES
    Work with you to establish a realistic set of objectives based on:
    Your financial goals
    Time horizon
    Liquidity needs
    Tolerance to volatility and risk
  • DEFINE INVESTMENT STRATEGY
    Develop an investment strategy designed to help produce optimal portfolio performance
    Seek to generate the highest return potential consistent with the strategy’s level of risk
  • EVALUATE AND SELECT INVESTMENTS
    Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy
  • ONGOING REVIEW PROCESS
    Monitor your portfolio to track its performance relative to your stated objectives
    Modify the portfolio on a discretionary basis as your needs and circumstances change over time

Our Advice Adds Incremental Value in Distinct Ways

  • In addition to leveraging the recommendations of the Global Investment Committee and our deep bench of analysts and economists, we add incremental value through the utilization of distinct investment strategies.

Location

2677 North Main Street 10th
Fl
Santa Ana, CA 92705
US
Direct:
(714) 648-3402(714) 648-3402
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

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Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
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Ready to start a conversation? Contact Vincent Brizzolara today.
Market Information Delayed 20 Minutes
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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