Giovanni is an experienced financial professional who understands how to meet the specific financial needs of high net worth clients, with a specialty in serving small business owners. He comes to Belpointe with over 10 year of professional experience in the financial community. Prior to joining Belpointe, he was an investment advisor with TCFG Investment Management, LLC., and held similar positions at Summit Wealth Management and Wells Fargo. As an advisor at Belpointe, Giovanni continues his dedication to clients, strongly committed to ensuring that all investment recommendations are made in their best interests. His approach is one based on education and consultation. It is a philosophy that empowers clients to make decisions based on their own educated conclusions. Giovanni is a Southern California native and earned his B.A. in Business Administration, Finance from California State University, Fullerton. He has passed his series 7 and 66 examinations and he is also a licensed Life, Health and Annuities Producer. Giovanni resides in Orange County with his wife and two children, is active in multiple nonprofit organizations and enjoys being a mentor.
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