2020 -
now North Carolina Government Relations Committee @
2016 -
now Financial Advisor @
2013 -
2015 Academic Specialist @
2007 -
2015 English and Humanities Instructor @
2004 -
2007 University Archives Assistant @
John Mazza Education
Wake Forest University
Executive Financial Planning Certification (Finance and Financial Management Services)
2014
-
2016
Wake Forest University
Master of Arts (M.A.) (Liberal Arts and Sciences/Liberal Studies)
2008
-
2010
Appalachian State University
Bachelor of Arts (B.A.) (English Language and Literature, General / Film Studies)
2004
-
2007
Wilkes Community College
Associate of Arts (A.A.) (History)
2001
-
2004
North Wilkes High SChool
Diploma
1995
-
1999
John Mazza Skills
Accounting
Cybersecurity
Series 7
Series 65
Series 63
Wealth Management
Investment Services
Investment Planning
Business Succession Planning
Business Succession Strategies
Estate Planning Strategies
Retirement Planning
Financial Services
Financial Strategies
Insurance Planning
Annuity Services
Tax-Deferred Investment Planning
Pension Distribution Planning
IRA Distribution Planning
Client Education
Tax Deferred Investment Planning
John Mazza Summary
John Mazza, based in North Carolina, United States, is currently a Founder at Summerfield Wealth Advisors. John Mazza brings experience from previous roles at NAIFA, Southeast Financial Services, Inc. and Wilkes Community College. John Mazza holds a 2014 - 2016 Executive Financial Planning Certification in Finance and Financial Management Services @ Wake Forest University. With a robust skill set that includes Accounting, Cybersecurity, Series 7, Series 65, Series 63 and more. John Mazza has 3 emails and 1 mobile phone numbers on RocketReach.
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