Verified recordInvestment Management

Vance Lavizzo

Senior Planning Advisor at Alliance Entrust

Based in Los Angeles, United States

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Seniority

Director

Department

General Business & Management

Location

Los Angeles

Industry

Investment Management

Company size

15

Contact information

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Email

1 credit

v•••••••@allianceadvisory.com

Phone

5 credits

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Background

About Vance Lavizzo

Vance is a Certified Financial Planner™ who leads a team of advisors and oversees financial strategies for concierge clients. He brings breadth and depth of expertise in tax planning, liquidity management for entrepreneurs, and retirement plan design for small business owners, with a clear goal: to bring clarity and structure to your financial life. Always exploring new technology, he’s driven by a commitment to efficiency and simplifying complexity—and yes, this bio was coauthored by ChatGPT-4o.

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