Phillip Pizzuti, CFP®
International Wealth Manager
Phil serves as an International Wealth Manager, working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs. Phil’s comprehensive approach addresses wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, insurance, and charitable planning. Phil will work with you personally to understand your needs and provide you with a customized plan to help achieve your goals.
Prior to joining Creative Planning, Phil worked for a major national financial services firm as a Vice President, Senior Account Executive, working with individual clients and assisting them with their financial needs. He also sat on numerous leadership panels to improve client experience.
Phil received a Bachelor’s degree from Eastern Connecticut State University and is also a CERTIFIED FINANCIAL PLANNERTM professional as designated by the Certified Financial Planner Board of Standards.
Phil lives in Santa Monica with his wife, Anne, and their two children, Thomas and Lola. Phil enjoys spending time at the beach with his family, Crossfit and triathlons.
Return to the Thun team page.