Learn About Walter Rizo
Professional Background
Walter Rizo has been in the financial services industry since 2015. Prior to Mission Wealth, he spent a combined seven years at Charles Schwab and Merrill Lynch where he gained extensive wealth management experience, including portfolio management, trading, and wealth planning.
Walter earned his Bachelor of Business Administration in Finance and Economics from Loyola University, New Orleans. He also earned his CFA® (Chartered Financial Analyst®) designation.
Personal Pursuits
In his spare time, Walter enjoys cooking for friends - especially dishes that showcase his New Orleans and Latin American roots. He enjoys reading classic American novels and staying up to date on global financial markets. For fun, he enjoys Broadway, stand-up comedy shows, and going out for dinner and drinks with those he loves.
Community Impact
As a first-generation Hispanic-American, Walter is passionate about helping his community. During his time with the Young Leadership Council of New Orleans he served as a mentor to African American and Hispanic high school students, encouraging them to pursue higher education and guiding them through the college application process.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.