Peter Izzio video transcript
When you sit down with people and you talk to them about their dreams and goals, obviously that translates back into numbers, so these are numbers that often times people don’t want anything to do with. I think what I bring to the table as a financial advisor is a look at the big picture.
There is a big misconception that you have to be wealthy to have a financial advisor. Actually most of my clients are moms and dads with young kids. And once we’ve gone through the process they’ve said, “Oh, that’s it? That wasn’t very painful.”
Many of my clients have group benefits and group benefits are for the group. What I provide is more of a personalized solution and often times help them maximize some of their benefits at work.
I’ve been around for seventeen years. I love my job. I deal with people day in and day out and nothing satisfies me more than seeing people able to enjoy their lives.