John Mazza Email & Phone Number
Founder @ Summerfield Wealth Advisors
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John Mazza Location
- North Carolina, United States
John Mazza Work
- 2021 -now Founder @
- 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 5 emails and 3 mobile phone numbers on RocketReach.
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Top Summerfield Wealth Advisors Employees
John Mazza
Founder
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