Guy Scalzo
Amministratore Delegato presso Claremont Financial Group, Inc.
Profilo
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.
Posizioni attive di Guy Scalzo
| Società | Posizione | Inizio |
|---|---|---|
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. | Amministratore Delegato | 01/01/2018 |
Precedenti posizioni note di Guy Scalzo
| Società | Posizione | Fine |
|---|---|---|
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. | Fondatore | 01/05/2021 |
Formazione di Guy Scalzo
| The California State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
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 |
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 |
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