Felicity Di Pisa

Financial Advisor

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: English, French, Italian

“In Venice in the Middle Ages there was once a profession for a man called a codega -a fellow you hired to walk in front of you at night with a lit lantern, showing you the way, scaring off thieves and demons, bringing you confidence and protection through the dark streets. ” Elizabeth Gilbert, Eat, Pray, Love

About Felicity

No two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!

Losing my father changed my life. Since then I'm passionate about enjoying life and helping others on the way. Whatever your passion is, let's build a plan so you can live your dreams.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

 Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Meet Our Professional Team

Experience

  • Sales Executive

    FITCH RATINGS

    January 2010 - December 2012 | London, United Kingdom

    Fitch delivers credit market data, analytical tools and risk services to the global financial community. Working out of their European headquarters in London I gained a thorough understanding of capital markets and risk management as I provided the global financial community with the Fitch product suit.

  • Brokerage Customer Services

    ALPARI Ltd

    April 2009 - January 2010 | London UK

    Alpari UK Ltd was a broker that enabled retail individuals and professionals to trade currencies, binary options, precious metals and CFD. I left the company to go sailing around the Caribbean as the company was heading into regulatory difficulties. The company became insolvent in January 2015 in the Swiss Franc / Euro crisis in 2015.

  • FX Operations Specialist

    INTL FCStone

    February 2006 - February 2009 | London, United Kingdom

    INTL FCStone provides institutional clients across the globe with a comprehensive range of customized financial services and tools to help them protect their margins and manage volatility. In their London head office I gained a thorough understanding of bank processes, global payments, hedging strategies and risk management.

The Prudential Difference

    • Property & Casualty: AZ, CA, CO, FL, MI, OR, UT, WA
    • Variable Annuities: AZ, CA, CO, FL, GA, MI, OR, UT, WA
    • Securities License: AZ, CA, CO, GA, MI, MO, WA
    • Variable Life Insurance: AZ, CO, FL, GA, MI, OR, UT, WA(CA License #0I40459)
    • Fixed Annuities: AZ, CO, FL, GA, MI, OR, UT, WA(CA License #0I40459)
    • Life Insurance: AZ, CO, FL, GA, MI, OR, UT, WA(CA License #0I40459)

Felicity Di Pisa offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Felicity Di Pisa offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.