I'm the founder and CIO of Parisi Capital LLC. It is my sincere approach to building long-term relationships and my genuine empathy that distinguishes me amongst his peers. I have extensive training in portfolio management, financial planning, and retirement planning.I began my career as a Financial Advisor at Morgan Stanley. I leveraged my experience working with high net worth families to advise on traditional and alternative investment opportunities. I oversee each client’s asset allocation and custom investment portfolio construction. I focuses on cost effective and tax efficient investment strategies. I graduated from Rutgers Business School with a Bachelor of Science Degree in Finance.
At Parisi Capital, we work closely with individuals and families to determine their short and long-term goals in life. We understand the importance of saving and investing in order for our clients to live their lives to the fullest. We start by gathering a complete Financial Picture, creating a Financial Plan, and implementing an Investment Strategy to help our clients achieve their goals.Our clients range from young professionals just starting out in life to high net worth individuals preparing for or already enjoying retirement. Our clients have worked hard all their lives and we aim to have their assets work just as hard for them.
I do not provide Financial Advice until I have a complete financial picture of the individual seeking advice.