Michael Petrizzi

Michael J. Petrizzi, CFP®, CRPC®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

9945 Lake Worth Rd

Lake Worth, FL 33467-2303

Michael.Petrizzi@Truist.com

Phone 561-515-1987

Fax 561-629-8906

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About me

Background

Michael Petrizzi is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 30 years of financial services, retirement planning, and investment management experience. He’s earned his CERTIFIED FINANCIAL PLANNER™ designation and is a Chartered Retirement Planning Counselor™ (CRPC®) designee. He focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. Michael follows a disciplined process of assessing a client’s financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance. He also consults on risk management, retirement planning, and other critical financial strategies. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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