John Mazza's Location

North Carolina, United States

John Mazza's Work

John Mazza's 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'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.
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