2023 -now Business Consultant @ LIZARDO DEL VILLAR & ASSOCIATES
2016 -2023 Special Care Planner℠ @
2011 -2016 Special Needs Planner℠ @
2009 -2011 Vice President @ Capital Guardian, LLC
2000 -2009 Financial Advisor, 2nd Vice President @
1998 -1999 Preferred Advisor @
1992 -1993 Circulation Manager at Listin USA @
Tony Lizardo Education
Clemson University - College of Agriculture, Forestry & Life Sciences 2024
Barry University
Academic Requirement Program (Certified Financial Planner)
2003-2006
Pontificia Universidad Católica Madre y Maestra
Business School Graduate (Business Administration and Management)
1988-1995
Tony Lizardo Skills
Leadership
Estate Planning
Special Needs Planning
Financial Advisory
Insurance
Retirement Planning
Sales
Financial Planning
Wealth Management Services
Portfolio Management
Investments
Finance
Asset Allocation
Asset Protection
Wealth Management
Life Insurance
Risk Management
Asset Management
Non Resident Clients
Management
Trading
Offshore Investments
Annuity Sales
Series 7
Securities
Tony Lizardo Summary
Tony Lizardo, based in Parrish, FL, US, is currently a Business Consultant at LIZARDO DEL VILLAR & ASSOCIATES. Tony Lizardo brings experience from previous roles at A General Agency of MassMutual, MetLife, Capital Guardian, LLC and Citi. Tony Lizardo holds a Clemson University - College of Agriculture, Forestry & Life Sciences. With a robust skill set that includes Leadership, Estate Planning, Special Needs Planning, Financial Advisory, Insurance and more. Tony Lizardo has 2 mobile phone numbers on RocketReach.
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