A complete list of active advisors currently associated with Pizarro Advisors
Warmer can help you find a great advisor at Pizarro Advisors or one who fits your needs even better.
Pizarro Advisors provides financial planning, business consulting, and wealth management to individuals, companies, and other investment-adviser clients, delivering both discretionary and non‑discretionary portfolio management. The firm also offers tailored business-consulting services that can address real‑estate acquisitions, construction and renovation advice, property management, and business-entity planning alongside traditional financial planning. The firm's investment approach emphasizes asset allocation driven by fundamental analysis and macroeconomic factors — including money supply, interest rates, and commodity valuations — and it explicitly considers political developments where relevant. Recommendations are individualized to clients’ objectives, time horizons, tax considerations, and risk tolerances and may include mutual funds, ETFs, equities, fixed income, listed options, and publicly traded REITs. Pizarro Advisors’ brochure discloses that its marketing materials may include past performance, client testimonials, endorsements, and third‑party ratings, while stating the firm does not pay or receive compensation for those items and will comply with applicable marketing rules if that changes. The firm is a sole proprietorship whose principal maintains significant outside business activities — including salaried employment and a minority ownership interest in a cannabis dispensary and separate real‑estate investments — and the brochure notes those activities as potential sources of conflicts of interest while also describing the option for clients to receive advisory‑only services without transferring assets.
To learn more about the advisors currently working at Pizarro Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Taunton, MA
| 2
|
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