Louis Lizza is a financial advisor with 4 years of expertise based in Phoenix, Arizona. Lizza works at Mutual Of Omaha Investor Services, Inc. Mutual of Omaha, headquartered in Omaha, Nebraska, is a Fortune 500 mutual insurance and financial services firm.
Who is Louis Lizza?
Louis Lizza is a financial advisor in Phoenix, Arizona, with 4 years of relevant experience. Lizza works for Mutual Of Omaha Investor Services, Inc. Lizza has worked with Sparrowone, LLC, MassMutual Insurance Company, Mutual Of Omaha Investor Services, and Mutual Of Omaha Insurance Company during her career.
Lizza holds Series 65 and Series 63 licences, allowing him to work in Arizona as both a securities agent and an investment advisor representative.
He started working as an intern at SparrowOne, LLC in 2012. During his time there, he was responsible for tasks such as checking mail, completing bank applications for merchants, and stocking office supplies.
In 205, he completed his Bachelor’s Degree, Finance from Arizona State University.
What is Mutual Of Omaha Investor Services, Inc?
Mutual Of Omaha Investor Services, Inc is a registered investment firm based in Omaha, Nebraska. The firm has 114 offices and 320 financial advisors in total. It manages $14 million in assets across 92 accounts, making it one of the nation’s smaller investment advice businesses in terms of assets under management.
One-sixth of its 92 customer accounts are affiliated with high-net-worth individuals having at least $1 million in investable assets.
Mutual Of Omaha Investor Services, Inc provides a variety of services, including financial planning, portfolio management for individuals and small businesses, and a variety of additional advisers.
Mutual of Omaha was founded in 1909 by Dr C.C. Criss and Mabel Criss, both medical students at Omaha’s Creighton University. It has grown into a Fortune 500 company that provides insurance and financial solutions to individuals, businesses, and organisations across the United States.
V. J. Skutt joined their team in 1927 and became president in 1949. The company rose to national popularity in the 1950s, due to a licence to offer insurance in all 48 states, an abbreviated name, and a distinctive Native American symbol.
The firm began sponsoring Mutual of Omaha’s Wild Kingdom, a wildlife programme hosted by Marlin Perkins and Jim Fowler that lasted for more than 20 years, in 1963.
Investment Adviser Public Disclosure (IAPD) report of Louis Lizza disclosed information about his employment history, professional qualifications, disciplinary actions, criminal convictions, civil judgements and arbitration awards.
Based on the report, there have been no reported disclosures related to Lois Lizza. This suggests that they prioritize transparency and fairness.
What Services does Louis Lizza offer?
Louis helps clients in a variety of ways as a licenced financial advisor and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha). The key offerings are as follows:
He helps young families secure their children and assets in the event of unexpected and potentially devastating disability or death.
Assists professionals in planning for a long retirement so that they do not run out of money while maintaining the lifestyle they desire.
Assists small business owners in safeguarding their life’s work for their families and employees.
Assists individuals close to retirement in planning for the effects of healthcare expenses such as long-term care and unexpected illnesses.
As his offerings indicate, it is equally important to plan for financial security throughout retirement. Investing in gold, for example, can provide a hedge against inflation and market volatility.
You can safeguard your assets and possibly increase your overall return by diversifying your retirement portfolio with gold investments. It is never too early to begin thinking about retirement planning, and taking steps like these can help ensure a happy and secure future.
Why Are Investors Diversifying Their Portfolio?
Experts agree that the financial market is now even more fragile than pre-2008. Will your retirement portfolio weather the imminent financial crisis? Threats are many. Pick your poison..
The financial system would be in great peril if one or more big banks fail.
“When we get to a downturn, banks won’t have the cushion to absorb the losses. Without a cushion, we will have 2008 and 2009 again.”
Student debt, which has been on a steep rise for years, could figure greatly in the next credit downturn.
“There are parallels to 2008: There are massive amounts of unaffordable loans being made to people who can’t pay them”
The US national debt has spiked $1 trillion in less than 6 months!
“If we keep throwing gas on flames with deficit spending, I worry about how severe the next [economic] downturn is going to be–and whether we have enough bullets left [to fight it],”
Total household debt rose to an all-time high of $13.67 trillion at year-end 2019.
“Any type of secured lending backed by an asset that is overvalued should be a concern… that is what happened with housing.”
Get in touch with an expert using the button down below:
Because gold is in constant demand around the world, a recession in any one region is unlikely to have an impact on its international value. In the event of a worldwide recession, gold remains a valued commodity due to its availability, and it is a simple asset to cash in on when markets are down.
Gold tends to do well during recessions due to its status as a safe-haven asset. For example, when the stock market collapsed in 2007, investment demand for gold skyrocketed and continued to climb, and gold’s value doubled between 2007 and 2011.
Similarly, during the Covid-19 outbreak, when anxiety and uncertainty were at an all-time high, the price of gold touched all-time highs, as did inflows of gold-backed exchange-traded funds.
I’m safe from the recession, are you?
I invested $100k in precious metals back in 2021. If I hadn’t made the move, I could’ve been bankurpt after the SVB bank crisis. Me and my family are safe from recession. Is yours? Get in touch with the best gold company in USA:
In conclusion, it appears that Louis Lizza is a competent financial advisor who offers value to his clients, which explains why he has no disclosures against him.
However, Mutual Of Omaha Investor Services, Inc. is not a good option for investors looking to secure their investment with a physical Gold IRA, while Augusta Precious Metals is a considerably superior option.
Each state has its own regulations and rules, so we’ve sorted and found the best Gold IRA company for each state.