Matthew
Giovinazzo
Flexpath Strategies
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About this Advisor
Matthew Giovinazzo is a financial advisor based in Aliso Viejo, California, working with Flexpath Strategies. Matthew has previously held positions at Nfp Retirement, Inc, Financial Telesis Inc, Kestra Investment Services, LLC, and Flexpath Strategies. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Matthew is part of Flexpath Strategies, which operates out of Aliso Viejo, California. The firm has 25 employees and manages assets totaling $66.0 billion. The services offered by the firm include portfolio management for pooled investment vehicles and pension consulting services. The fee structure at Flexpath Strategies includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Flexpath Strategies Brokerage Details
$65,973,486,697
25
902
$73,141,338
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Pension consulting services
Matthew Giovinazzo Work History
Flexpath Strategies
Kestra Investment Services, LLC
Nfp Retirement, Inc
Financial Telesis Inc
Disclosures
Please visit the SEC profile of Matthew Giovinazzo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Flexpath Strategies
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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