San Clemente, CA Office

Kelly Clyde is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Independent Financial Group, LLC since 2009. He holds the Series 66 designation and has involvement as a board member for the LIFT Foundation, a local nonprofit organization. Clyde is also a partner in Southcoast Investment Advisors, LLC, and owns KHC Management, Inc., a holding company used for managing commission and fee income related to his registered representative activities. Independent Financial Group is a large advisory and brokerage firm offering investment advisory programs, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and plan sponsors. The firm provides a range of investment strategies through multiple platforms and combines in-house and third-party managed models, operating as both a registered investment adviser and an active broker-dealer.

Michelle Vizzi is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 21 years of industry experience. She has been with Independent Financial Group since 2009. Outside of her advisory role, she owns Michelle Vizzi Consulting Services, Inc., which provides business consulting, economic research, and market trend analysis. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and provides access to advisory programs via its AccessPoint platform and third-party asset managers.

Christopher Vizzi is a CFP® professional with 19 years of experience in financial advising, currently with Independent Financial Group, LLC since 2009. He has ownership interests in Southcoast Investment Advisors LLC and The Vizzi Group, Inc., and has been involved in insurance sales since 2009. Outside of his advisory work, he serves on the boards of several nonprofit and community organizations, including The Lift Foundation and Good Boy Golf LLC, and volunteers on his local homeowners association board. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with both commission-based and asset-based advisory options.