Capizzi, based in San Diego, is the chief sales officer of a local firm whose work involves TIAA and retirement planning.
2 reports, 1 independent
Updated Aug 4
Gone quiet
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New informationRepeats or wire copies
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What happened
Capizzi, based in San Diego, is the chief sales officer of a local firm whose work involves TIAA and retirement planning.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.Advisors debate wealth transfer timing.1 source
Capizzi leverages their San Diego base and firm connections to inform retirement planning through TIAA.1 source