Most people just call me Zito. I’m a financial advisor with Edward Jones, based in San Marcos, Texas — though I work with clients all over the country.My ideal clients are hard-working, high-achieving people who choose to delegate but want a partner, not just a planner. Together, we build personalized financial strategies designed around your life, not someone else’s idea of it.I help clients with everything from planning for retirement and investment management to estate considerations, insurance reviews, business exits and 401(k) plans. But what really sets our practice apart is the relationship. We keep things personal, stay in touch and treat every client like family.I was lucky to have a great example growing up, as my father is a financial advisor as well. Watching the ways in which he helped families plan wisely and live confidently is what drew me to this profession. Today, I’m proud to carry that same mission forward with the people I serve.Outside the office, you’ll usually find me on the golf course, deep into a hand of Texas Hold’em, making pizza from scratch or testing out a new bourbon. I’m a big fan of pickleball, world travel and all things fine dining, especially when good conversation is on the menu.