About Us
Our Story
Covenant Wealth Partners is an independent financial services and investment planning firm founded and operated by Anthony Gizzarelli, CFP®.
My journey in the financial world began over ten years ago, driven by a passion for empowering individuals and families to align their financial choices with their long-term aspirations. After gaining invaluable experience working within established firms, I recognized the need for a different approach; one that prioritizes transparency, independence, and a fiduciary duty to my clients above all else.
That's why I made the decision to launch Covenant Wealth Partners as an independent practice, free from the constraints of proprietary products or sales quotas. This decision was also fueled by a desire to offer a more personalized approach to financial planning, one that puts the needs and aspirations of our clients at the forefront of everything we do.
While I am proud to be the sole owner and operator of Covenant Wealth Partners, I am also grateful to be affiliated with LPL Financial, a leading financial services firm that provides me with extensive resources and support. This affiliation allows me to offer you the best of both worlds; the personalized attention of a boutique firm, combined with the strength and stability of a reputable industry leader.
Anthony Gizzarelli, CFP®
Fun fact: My wife is also a CFP® Professional!
Education & Credentials
Certified Financial Planner™
Series 7 - General Securities
Series 6 - Investment Company and Variable Contracts
Series 63 - Uniform Securities Agent State Law
Series 65 - Uniform Investment Adviser
B.A. Christian Ministries, Point Loma Nazarene University, Class of 2015
Experience
Financial Advisor at North Star Resource Group, Securian Financial Services (2018 - 2023)
Financial Advisor at Foresters Financial Services, Inc. (2015 - 2018)
Series 6, 7, 63 and 65 licenses are held with LPL Financial.