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James P
ChFC®, Series 63, Series 65
Boulder City, NV
Independent Financial Group, LLC
James Petrizzo is a financial advisor with Independent Financial Group, LLC in Boulder City, NV, holding a ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at Boulder Dam Credit Union, CUSO Financial Services, CUNA Brokerage Services, Osaic FS, and VOYA Financial Advisors. He operates a marketing DBA under the name Petrizzo Financial Position. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies.
Chelsea P
Series 66
Boulder City, NV
Independent Financial Group, LLC
Chelsea Petrizzo is an investment advisor with Independent Financial Group, LLC and holds a Series 66 designation. She has five years of industry experience and has previously worked at CUSO Financial Services, LP and CUNA Brokerage Services, Inc., among other roles. In addition to her advisory work, she is involved with Boulder Dam Credit Union and the Clark County School District. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts. The firm utilizes both firm- and third-party models for portfolio management, combining strategic asset allocation with ongoing due diligence across a mix of passive and active investment exposures.
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