(760)632-1338jadelizzi@JosephAdelizzi.com

Joe Adelizzi

Wealth Advisor

 

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As an independent financial advisor and an active member of the community, Joe Adelizzi, President and Owner of Security Planning Group Inc., is dedicated to helping individuals, families, and businesses attain peace of mind and financial freedom.

For years, he studied the characteristics of wealth accumulation vehicles and have come to the conclusion that there’s an underlying commonality with the individuals who are best positioned for financial success. All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.

"I really believe that my ability to take concepts and put them into understandable, effective strategies for my clients is my greatest benefit."


Joe Adelizzi
Wealth Advisor

Schedule a free, no-obligation consultation

Whether you have been building wealth for years or are just starting out, I'd like to schedule a consultation with you to review your goals and customize a financial plan that is unique to your situation.

Phone: (760)632-1338

Email: jadelizzi@JosephAdelizzi.com




KEVIN NUBER

Personal Wealth Coach


For the last 10 years, Kevin has coached over 3,000 financial professionals on how to implement proven wealth strategies for their clients. He’s developed close to 2,500 strategies for individuals and families with a focus on increasing their personal wealth. And over $100.3 million dollars have been put into those accounts.





JORDAN ARIAS

Personal Wealth Coach


Jordan has been in the financial industry for over 10 years and has coached over 2,000 financial professionals nationwide on proven wealth strategies. He currently serves as a personal consultant for four of the top financial advisors in the entire country; advising them on what strategies need to be implemented that are in the best interest of their clients. Over $90 million have been put into these wealth accounts.





BRIAN MANDERSCHEID

Advanced Markets Strategist


Working with over 1,500 financial advisors, Brian develops and recommends financial strategies that are in the best interest of their clients. With a specialty in advanced markets and wealth-building, he analyzes the needs and goals of individuals and families and provides easy-to-understand, vibrant illustrations of where they currently are versus where they can be if implemented correctly.