Guy Scalzo
Directeur Général chez Claremont Financial Group, Inc.
Profil
Mr. Gaetan T.
Scalzo is a President & Chief Executive Officer at Claremont Financial Group, Inc. and a Managing Member at Pacific Financial Group LLC.
He joined Claremont Financial Group in 2018 and has over 25 years of experience serving clients as an independent financial consultant.
He received his undergraduate degree from The California State University.
He is an Investment Advisor Representative (Series 66), a General Securities Representative (Series 7), and a Life Insurance Agent.
In addition, Guy is also a Registered Representative with Capital Investment Group, Inc.
Postes actifs de Guy Scalzo
| Sociétés | Poste | Début |
|---|---|---|
Claremont Financial Group, Inc.
 Claremont Financial Group, Inc. Investment ManagersFinance Claremont Financial Group, Inc. provides investment advice. The private company is based in Claremont, CA. The company was founded in 1994. Gaetan Thomas Scalzo has been the CEO of the company since 2018. | Directeur Général | 01/01/2018 |
Anciens postes connus de Guy Scalzo
| Sociétés | Poste | Fin |
|---|---|---|
Pacific Financial Group LLC
 Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans. | Fondateur | 01/05/2021 |
Formation de Guy Scalzo
| The California State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans. | Finance |
Claremont Financial Group, Inc.
Claremont Financial Group, Inc. Investment ManagersFinance Claremont Financial Group, Inc. provides investment advice. The private company is based in Claremont, CA. The company was founded in 1994. Gaetan Thomas Scalzo has been the CEO of the company since 2018. | Finance |
