Filippini Investment Advisory

Alexandro Filippini is a financial advisor with Filippini Investment Advisory in Santa Barbara, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Rcx Capital Group, Silver Portal Capital, Montecito Wealth Management, and Filippini Wealth Management. Outside of advisory work, he serves as Vice President of Fundraising for the Hope School PTA in Santa Barbara. Filippini Investment Advisory is a two-advisor firm serving individuals, trusts, foundations, estates, and business plans. The firm employs a fundamental analysis and diversified, long-term asset allocation approach, managing portfolios directly on a non-discretionary basis.

Iaian Filippini is a financial advisor at Filippini Investment Advisory with 17 years of industry experience. He holds Series 63, 65, and 66 registrations and has worked at firms including Alexander Capital, LP, Rcx Capital Group, LLC, and Montecito Wealth Management, LLC. Outside of his advisory role, he serves on the board of directors for 911 At Ease International, a nonprofit providing mental health services to first responders at no cost. Filippini Investment Advisory is a small, two-advisor firm serving individuals, high-net-worth clients, trusts, foundations, estates, and business plans. The firm provides financial planning, investment consultation, and portfolio management using a fundamental analysis and diversified, long-term asset allocation approach, managing portfolios directly on a non-discretionary basis.