Join Us for a Wealth Vision Lunch Talk at Tuttu Fresco RSM!
Discover what really drives long-term investing success at our upcoming WealthVision Lunch Talk: The 5 Determinants of Investor Success. In this engaging session, we’ll break down the core factors that separate confident, disciplined investors from the rest—and how you can apply these principles to your own financial journey.
Enjoy a complimentary lunch, practical insights, and a clear framework you can use right away.
Click one of the dates below to register and reserve your seat. Each lunch talk is scheduled from 12:00PM - 2:00PM. Space is limited.
What You’ll Learn:
How to reject the lures of headlines, fear of missing out, trends, and friends to construct a SMART strategy for your investments.
Understanding how emotional resilience may improve your reactions to market movements and grant you more mental and investment stability.
How to navigate assumptions and behavioral patterns that may negatively influence your investment strategy.
How to find product or sector concentration in your portfolio that may be increasing your risk without your knowledge.
How to understand the differences in risk management today versus previous cycles
How to construct a healthy, long-lasting investment mindset that may create more consistent returns on your investments.
Event Details:
The 5 Determinants of Investor Success Workshop
Wednesday, April 29, 2026 @ 12:00PM OR
Thursday, April 30, 2026 @ 12:00PM
Location: Tutto Fresco Kitchen & Bar
22332 El Paseo, Rancho Santa Margarita
Register Now!
Why Attend:
PERFECT FOR THOSE NEARING OR ALREADY IN RETIREMENT
ENGAGING & EASY TO UNDERSTAND
CLEAR GUIDANCE FROM RETIREMENT SPECIALISTS
STRATEGIES YOU CAN USE!
POPULAR ORANGE COUNTY RESTAURANT
SERVICES
What we do.
We strive to create a system adaptable to and ensuring your lifestyle. It’s not just about investing your money - it’s about investing in you.
Developing a sound financial plan as early as possible will aid in keeping your goals on track.
Retirement can seem daunting. We help you formulate the right course of action for your lifestyle.
Taxes play an important role in financial and retirement planning and must be considered for every scenario.
Routine risk & portfolio analyses aid in establishing a fluid investment allocation that serves your needs more effectively.
Insurance can be used in financial planning in several ways, from tax deferral to safeguarding current investments.
College planning is important to ensure your dreams of legacy are properly carried out for children and grandchildren.
Meet Your Event Host:
Nicholas Yrizarry, BFA
President and CEO
An alumnus of Princeton University, with nearly 36 years as a financial professional, Nicholas values his unique relationships with his clients. His personalized wealth management approach helps investors create financial stability, aligned with a desirable lifestyle.
Some of the nation’s leading media outlets have called on Nicholas for his insight on issues impacting investors and their money. His commentary has been featured in outlets that include The Wall Street Journal, Kiplinger’s Personal Finance, MSNBC.com, Fox News, ABC News, and Bankrate.com, and he has also appeared on CNBC.
Nicholas served on the board of trustees for the Laguna Playhouse from 2016 through 2019 and loves to support the arts.
As a classical guitarist, he has performed at The John F. Kennedy Center for Performing Arts, and for charitable organizations such as Laguna Art Museum, Laguna College of Art & Design, Boys & Girls Club of Laguna Beach, Richard Henry Dana Charity Regatta, Court Appointed Special Advocates of Orange County (CASA) and Project HOPE Alliance.
A native of Toms River, New Jersey, Nicholas currently makes his home in Monarch Beach, California. He is the proud father of three grown children- Jasmine, Shannon and Dustin.