Team | Giovanni Todesco
Giovanni Todesco comes to Belpointe with over 10 year of professional experience in the financial community. Prior joining Belpointe Mr. Todesco was an investment advisor with TCFG Investment Management, LLC., and held similar positions at Summit Wealth Management and Wells Fargo. Giovanni is an experienced financial professional who understands how to meet the specific financial needs of our high net worth clients, with a specialty in serving small business owners.
As an advisor at Belpointe, Giovanni continues his dedication to clients, strongly committed to ensuring that all investment recommendations are made in their best interests. His approach is one based on education and consultation. It is a philosophy that empowers clients to make decision based on their own educated conclusions.
Giovanni is a Southern California native and earned his B.A. in Business Administration, Finance from California State University, Fullerton. He has passed his series 7 and 66 examinations and he is also a licensed Life, Health and Annuities Producer.
Giovanni resides in Orange County with his wife and two children. He is active in multiple nonprofit organizations and enjoys being a mentor.
Contact Giovanni | Newport Beach, CA
About Wealth Services: Giovanni provides investment advice and financial planning to clients through Belpointe Asset Management, LLC and insurance products through Belpointe Insurance, LLC. Don’t understand the difference between investment advice, insurance sales and the sale of investment securities? Click here to learn more.