Chris Vizzi, CFP®

Chris Vizzi, CFP® helps high-net-worth families make smarter, more purposeful financial decisions. As co-founding partner at South Coast Investment Advisors and a recognized leader at Independent Financial Group, where he has spent nearly two decades, Vizzi brings deep expertise and uncommon clarity to the complex needs of business owners, entrepreneurs, and multigenerational wealth holders. 
 

Named InvestmentNews Advisor of the Year for Alternative Investments in 2024 and one of the Top Advisors in the Country in 2025, Vizzi has built a reputation for delivering sophisticated, tax-advantaged strategies that align wealth with long-term purpose.  

 

At South Coast, he serves as a personal CFO for his clients by designing customized portfolios that blend public and private markets with a focus on estate planning, risk management, and philanthropic structuring. He is a featured speaker at the firm’s annual South Coast Summit, where he shares cutting-edge insights into private market trends and generational planning. 

 
Vizzi is widely respected for his work with 1031 exchanges, opportunity zones, charitable foundations, and donor-advised funds. But beyond credentials, his passion lies in using finance as a tool for impact. He is the founder and executive director of the LIFT Foundation, established in 2013 to support vulnerable children and their families through mentorship, education, and direct financial assistance.  

 

A proud Gaucho and graduate of the University of California, Santa Barbara, Vizzi combines technical excellence with a heart for service, making him a trusted advisor to those who want more from their wealth. 

 

Chris Vizzi, CFP®
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Passing on more than wealth: why purpose should be part of every estate plan
EXPERT ADVICE AUG 13, 2025
Passing on more than wealth: why purpose should be part of every estate plan

Chris Vizzi, Co-Founder & Partner of South Coast Investment Advisors, LLC, shares how 2025 estate tax changes—$13.99M per person—offer more than tax savings. Learn how to pass on purpose, values, and vision to unite generations and give wealth lasting meaning