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's Skills
Series 63
Insurance Planning
Financial Strategies
Ira Distribution Planning
Business Succession Strategies
Series 65
Pension Distribution Planning
Estate Planning Strategies
Annuity Services
Business Succession Planning
John Mazza's Summary
John Mazza, based in North Carolina, United States, is currently a Founder at Summerfield Wealth Advisors, bringing 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 Series 63, Insurance Planning, Financial Strategies, Ira Distribution Planning, Business Succession Strategies and more, John Mazza contributes valuable insights to the industry. John Mazza has 3 emails and 1 mobile phone number on RocketReach.