Giovanni Todesco
Wealth Advisor at Belpointe Asset Management
Based in Laguna Hills, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Laguna Hills
Industry
Investment Management
Company size
56
Contact information
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g•••••••@belpointeasset.com
Phone
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Background
About Giovanni Todesco
Giovanni Todesco is a licensed financial professional with Belpointe Asset Management, specializing on working with small business owners (most of which consist of Medical professionals who own their own practice), although he does have a variety of other types of clients. He specializes in retirement planning, investing, estate planning and insurance. His approach is one based on education and consultation. It is a philosophy that empowers his clients to make decisions based on their own educated conclusions. Developing deep and lasting relationships is the main source of Giovanni's professional satisfaction. Giovanni is a Southern California native and earned his B.A. in Business Administration, Finance from California State University, Fullerton. He is active in multiple nonprofit organizations and enjoys being a mentor.
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