About The Milazzo Group

Serving Southern California for over twenty years

Serving Southern California for over twenty years

In 2004, The Milazzo Group was founded by Nick A. Milazzo in Riverside, California. While serving Riverside, San Bernardino and San Diego counties, the practice continued to grow, bringing in additional LPL Financial advisors and administrative assistants.  In 2018, the practice expanded to Brea, California to additionally serve clients in Orange and Los Angeles counties.

Meet Our Team

Nick A. Milazzo, CFP®, MBA, CMFC®

LPL Financial Advisor

951-900-2060

951-588-6383

nick.milazzo@lplfinancial.com

Experience: Joined Waddell & Reed in 2004 and then transitioned to LPL Financial in 2021 Held executive level management positions in the health care industry from 1991-2004 Management Systems Analyst with a Fortune 30 aerospace...

Read more

Eric Barrett, MBA, AWMA®, CPFA

LPL Financial Advisor

951-900-2060

951-588-6383

ebarrett@lplfinancial.com

Experience: Joined Waddell & Reed in 2014 and then transitioned to LPL Financial in 2021 Taught Statistics Labs as a Graduate Assistant at CSUSB 2012-13 Education/Licenses/Awards: Master in Business Administration, Finance, 2014,...

Read more

Judd Tongprajiad, MBA, CPFA

LPL Financial Advisor

714-255-8888

714-646-4138

judd.tong@lplfinancial.com

Experience: Joined Waddell & Reed in 2014 and then transitioned to LPL Financial in 2021 Financial Representative for a large insurance company from 2011-2014 Held various roles within banking industry from 2004-2010 Held various roles...

Read more

Natalie McPhillips

Sr. Administrative Assistant

951-900-2060

951-588-6383

natalie.mcphillips@lplfinancial.com

Office Hours:Monday - Thursday from 8:30 A.M. – 5:00 P.M. I manage the calendar and appointment schedules, so please feel free to contact me should you have any questions or need to meet with Nick. Natalie is not employed by LPL...

Read more

Schedule a consultation

Our LPL Financial Advisors take pride in helping clients see a holistic picture in their portfolios and financial plans. Contact us today to discuss how we can help you work toward your long-term goals. 

Let's Talk