Charles "Chuck" Lazzaro

Managing Director, Investments

Biography

With over 40 years of experience as a Financial Advisor, I am dedicated to serving your financial needs and helping you meet your immediate and long-term goals.

I believe that having an understanding of my client’s unique financial situation and future vision is key to selecting appropriate investments. I build long-term relationships with clients based on a prudent approach to investing and a commitment to customer satisfaction.

From 1970 to 1982, I served as First Vice President of a major California investment banking firm and in 1982, I established First Wall Street Corp. in La Jolla, California. In 2008, Wedbush Securities, the largest securities firm and investment bank on the West Coast, acquired the assets of First Wall Street Corp.

Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.

PRESIDENTS CLUB

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Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.

SPECIALIZATIONS

  • Financial Planning
  • Mutual Funds
  • Retirement Planning
  • Stocks and Bonds

Mission Statement