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Jun 13, 2023

Joseph Stefano Pezzini

  • Finance Related
  • San Diego, CA, USA
Full time Accounting Business Development Finance General Business Professional Services Sales
Joseph Stefano Pezzini

Personal Summary

I am currently working as an Associate Wealth Advisor for CliftonLarsonAllen. However, I feel the need to use my experience and skills to serve a purpose in accordance with my Catholic faith. I am a devout Catholic, attend daily mass and participate in my parish, and seek to do the will of God in my business and personal life.

I believe I would be a valuable team member at truly Catholic organization and would tangibly contribute to the success of its mission. During my time as an Associate for Hayashi Wayland and CliftonLarsonAllen, I learned technical skills in accounting, tax, financial analysis, investment analysis, wealth advisory, and behavioral finance. I have further developed these skills through the rigorous CFA program which required me to gain expertise in institutional wealth, institutional investors, economics, statistics, and portfolio management. 

Beyond technical skills, I believe I possess valuable interpersonal skills. I have significant experience educating clients and prospects on investment philosophies and working with a team to create long-term, goal driven plans to deliver to clients.

Work Experience

Associate Wealth Advisor
Aug 2020 - Jun 2023 Hayashi Wayland / Clifton Larson Allen

  • Lead advisor managing over $7,000,000 across 42 accounts and personally brought in $500,000 in billable client assets

  • Pitched to prospects on the CLA investment philosophy, presented financial plans to clients,  and educated them on fundamentals driving plan specifications

  • Coordinated with over 30 executives to draft a report detailing business development opportunities for over 80 high net worth clients worth over $1.1 billion

  • Prepared accurate financial statements for three multi-million dollar businesses and prepared over 200 tax returns over two tax seasons for entities including individuals, partnerships, corporations, and trusts

  • Managed status of client’s required minimum distributions and coordinated accurate/timely distributions to avoid significant tax penalties

  • Successfully pitched to owner group on offering a new machine learning advisory service line

  • Made asset allocation and trading decisions to minimize taxes and maximize return in accordance with client’s financial plan

Education

Business Administration
Sep 2016 - Mar 2020 California Polytechnic State University - SLO

Endorsements

https://www.linkedin.com/in/joseph-stefano-pezzini-47b382130/