Alexandro Filippini is a financial advisor at Filippini Investment Advisory with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Rcx Capital Group, Silver Portal Capital, Montecito Wealth Management, and Filippini Wealth Management. Outside of his advisory work, he serves as Vice President of Fundraising for the Hope School PTA in Santa Barbara. Filippini Investment Advisory is a small firm serving individuals, trusts, foundations, estates, and business plans. The firm manages approximately $20.6 million in assets, focusing on a diversified, long-term investment approach with direct portfolio management and non-discretionary services.

Iaian Filippini is a financial advisor at Filippini Investment Advisory with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Alexander Capital, LP and Montecito Wealth Management, LLC. Outside of his advisory work, he serves on the board of 911 At Ease International, a nonprofit providing mental health services to first responders. Filippini Investment Advisory is a two-advisor firm serving individuals, trusts, foundations, estates, and businesses. The firm employs a fundamental, diversified, long-term investment approach and manages portfolios on a non-discretionary basis, requiring client approval for transactions.