Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
John Zezini is a certified financial planner in Sacramento, California. Currently a registered advisor at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC, Zezini has 15 years of professional experience in the financial advisory industry. Zezini has Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Zezini can operate in California and Texas. During their career, Zezini has held roles at Edward Jones, Royal Alliance, Golden State Wealth Management, LLC, Genovese Burford & Brothers Wealth & Retirement Plan Mgmt LLC and Lpl Financial, LLC. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC is headquartered in Sacramento, California, and has two other locations across the country. In total, Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC oversees $2 billion in assets across 2,520 client accounts and employs 26 staff members. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 2,471 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 14% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm's fees may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
John Zezini Work History
John has 15 years of experience.
Golden State Wealth Management, LLC
Lpl Financial, LLC
Genovese Burford & Brothers Wealth & Retirement Plan Mgmt LLC
John Zezini has disclosures.
Please visit their SEC profile for more details.