Maria Giacalone-Mozo

financial advisor

Maria Giacalone-Mozo , CRPC®

Wealth Management Advisor , LPL Financial

Maria Giacalone-Mozo was born and raised in New Jersey. She has spent most of her life on the west coast of Florida and currently resides in the Tampa Bay area with her family. After losing several loved ones at an early age she learned to channel pain into gain through the act of giving back and portfolio management. Maria holds a Bachelor of Arts degree in Economics from the University of South Florida.
Maria is currently a CRPC® , Chartered Retirement Planning Counselorsm. As a CRPC®, she has a deeper understanding of how retirement plans work so that she can better help her clients make informed decisions. CRPC conferred by College for Financial Planning. Maria says, “Giving exceptional service to my clients gives me a sense of purpose, I take pride in being a trustworthy and reliable Financial Advisor”. Maria holds the series 65,7,63,6, and 2-15 licenses through LPL Financial.
Maria currently serves as a member of the Board of Directors for the Arts Conservatory of Teens, a non-profit board who is dedicated to improving the lives of teens by providing arts education to under-served school systems and communities.
LPL FINANCIAL is not affiliated with the above organizations and/or charitable causes.

* Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.