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Sydney Riccio

Sydney Riccio

Financial Advisor, 65RETIRE Wealth Managers, Riccio Wealth Management Advisors, and Cooper McManus

Sydney Riccio is a Financial Advisor with Riccio Wealth Management Advisors and 65RETIRE Wealth Managers with more than 7 years of experience in the financial services industry assisting high net-worth clients manage their assets. She can assist clients with providing investment services, financial planning, retirement planning, retirement cash flow planning, insurance services, and estate preservation planning assistance. By working with a select number of clients, she strives to maintain a high level of personal interaction and involvement with each client.

While there is a significant amount of information available on how to save, there are fewer resources on how to spend money in retirement. Both are critical to a successful retirement plan. Working primarily with clients approaching retirement, she specializes in the disbursement side of planning with respect to pensions, capital gains taxation, and withdrawals of 401(k)s and IRAs.

Sydney received her Bachelor of Science in Marketing from Michigan State University. She previously worked in the high tech industry for more than 20 years and has been a Registered Representative with Securities America since 2003. She enjoys spending time with her husband and their daughter, and lives in Coto de Caza in Orange County where she golfs and walks her standard poodle.

CA Life Insurance License: 0E01624