SOUTH COAST INVESTMENT ADVISORS - Key Persons
Job Titles:
- CO - FOUNDER
- Partner
- Certified Financial Planner
Chris Vizzi is a Certified Financial Planner and a co-founding partner with South Coast Investment Advisors. He is an NFLPA Registered Player Financial Advisor and an Elite Advisor with Independent Financial Group, the youngest advisor in the firm's history to reach this status. He has been recognized by InvestmentNews as a 40 Under 40 Honoree. Chris earned his bachelor's degree in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara. He also received a Certificate in Entrepreneurship from the University.
Chris has a passion for investing, utilizing a broad spectrum of asset classes and sophisticated investment strategies including alternatives. His clients look to him as their personal CFO, helping to grow their wealth and protect their legacy through highly personalized portfolio management. He specializes in retirement and estate planning, risk management, asset allocation, and tax planning. Chris holds FINRA Series 7 and 66 licenses as well as his California Life and Health Insurance license.
In 2013, Chris founded the LIFT Foundation, a non-profit 501c3 based in Orange County, CA, and currently serves on the Board of Directors. In 2020, he received the AssetMark Community Inspiration Award for his work with children in high-risk situations. Chris loves sports and the outdoors and in his free time he enjoys the beach, especially the water. He currently resides in San Clemente, CA with his wife Candice and their four kids: Callie, Cruz, Campbell, and Coral.
Job Titles:
- Co - Founder
- Partner
- Co - Founding Partner With
Kelly H. Clyde is a co-founding partner with South Coast Investment Advisors and a registered principal and Elite Advisor with Independent Financial Group. Kelly is a wealth manager that works primarily with rental real estate owners who want a clear look into their overall financial picture, guidance on how to best manage their liquid assets to complement their real estate holdings, and advice on how to ensure their portfolio is generating efficiencies to reduce annual tax burdens. Kelly focuses on clear and candid communication while utilizing the South Coast Process to achieve each individual's goals for themselves and generations of their family to come.
His clients look to him as their personal CFO, helping grow their wealth and protect their legacy through highly personalized portfolio management. He uses a broad spectrum of traditional and alternative asset classes and investment strategies to adapt portfolio allocations to the ever-changing economic landscape. Kelly holds FINRA Series 7, 24, 31 and 66 securities licenses as well as his California Life and Health Insurance license. He graduated from the University of California, Santa Barbara with a BA in Business Economics and an emphasis in Accounting.
Kelly is a featured speaker with the Apartment Owners Association. He comes from a family of educators and strives to create a well-informed client that has all the tools and knowledge to analyze both simple and complex financial decisions. Kelly loves to golf, spend time at the beach, and DIY projects around the house. He currently resides in Laguna Hills, CA with his wife Lindsey, their son Walker, and their dog Whiskee.
Megan Proulx is the Office Manager at South Coast Investment Advisors and has been with the firm since 2014. She is responsible for a diverse set of administrative tasks, from the coordination of client and corporate events to the processing of all account paperwork. She ensures the South Coast Office is running as smoothly and efficiently as possible.
Megan is a San Francisco University Alumni. She currently resides in Aliso Viejo, CA with her husband Ryan, their son and two dogs. In her free time, she enjoys taking the dogs to the dog park, shopping, yoga and decorating their home.
Job Titles:
- Senior Wealth Manager
- Wealth Manager
Michelle Vizzi-Taylor is a senior wealth manager at South Coast Investment Advisors and a Registered Representative with Independent Financial Group. Prior to joining South Coast in 2010, Michelle was a financial advisor with Merrill Lynch.
Michelle provides professional wealth management services for high-net worth clients, building customized portfolios of stocks, bonds, cash, and alternatives investments, including real estate and credit strategies. Working with a network of realtors and tax professionals, she advises clients on their real estate holdings to help facilitate tax-advantaged solutions for those looking to capitalize on built up appreciation and exit active management. Michelle earned her bachelor's degree at the University of California Santa Barbara. She holds FINRA Series 7 and 66 licenses as well as a California Life and Health Insurance license.
Michelle is married to her husband, Mike Taylor. They currently reside in Laguna Niguel, CA with their two children, and enjoy volunteering in the local community for the LIFT Foundation and the Mercy Warehouse of Laguna Niguel.
Mya Lopez is the Office Administrator at South Coast Investment Advisors. She plays a vital role in office operations, client interaction and the processing of account documentation. She has a background in insurance, working with families and small businesses primarily in Orange County.
Mya was born in New York and has a passion for music and theatre. She is a vocal teacher, plays the piano & guitar and loves all things outdoors! She currently resides in San Juan Capistrano with her 7 year old son, Ezekiel.
Tim Vizzi is a relationship manager at South Coast Investment Advisors. In 2018, Tim helped launch Provizion, a division of South Coast geared towards professional athletes and entertainers. Tim holds a FINRA Series 7 license and earned his bachelor's degree in Communications from San Diego State University.
While at SDSU, Tim was a member of the football team and helped the Aztecs win their first Mountain West Championship in 25 years. He still holds the single season record for punts returned for touchdown. His professional background in football has given him the opportunity to build lasting relationships with past, present, and future NFL players. Tim has a deep passion for helping individuals accomplish and surpass both financial and personal goals allowing him to connect with his clients on a deep level as a trusted confidant. Tim has an eagerness to learn and a drive that comes from wanting to reach his full potential in honor of God.
In 2020, Tim took over the South Orange County NFL Flag Football League where he spends the weekends mentoring young kids. In his spare time, he also coaches several sports at St. Anne School. Tim loves spending time with his family and watching his nieces and nephews grow. He loves the outdoors especially exploring with his Siberian husky, Dakota.