Founder & Principal
CurrentBuilding custom investment portfolios to help clients achieve their goals.Learn more at: www.forzawealth.comEmail: demassa@forzawealth.comPhone: 941-203-3748
Nov 2015 - Present
AeroLeads people directory · profile
Michael Demassa, Cfa, Cfp® Email & Phone Number
Analytical Problem-Solver for Your Wealth Management Needs
at
Forza Wealth Management
1 work email found
@forzawealth.com
2 phones found area 941
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Analytical Problem-Solver for Your Wealth Management Needs
Location
Sarasota, Florida, United States
Who is Michael Demassa, Cfa, Cfp®? Overview
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Quick answer
Michael Demassa, Cfa, Cfp® is listed as Analytical Problem-Solver for Your Wealth Management Needs at Forza Wealth Management, based in Sarasota, Florida, United States. AeroLeads shows a work email signal at forzawealth.com, phone signal with area code 941, and a matched LinkedIn profile for Michael Demassa, Cfa, Cfp®.
Michael Demassa, Cfa, Cfp® previously worked as Founder & Principal at Forza Wealth Management and Member at Sidebar. Michael Demassa, Cfa, Cfp® holds B.S., Biology from Massachusetts Institute Of Technology.
Company email context
Email format at Forza Wealth Management
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*@forzawealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Michael Demassa, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Michael Demassa, Cfa, Cfp®
We work with clients who know there is no such thing as a “free" steak dinner. Our clients typically have over $1 million in investments or are on the path to reaching that milestone. Above all, they value our thoughtful approach to managing their portfolios while considering taxes and estate planning to achieve their specific goals.Ready to take the next step? Schedule an introductory call with us today:https://www.forzawealth.com/contact/
Listed skills include Asset Allocation, Investment Strategies, Wealth Management Services, Investment Advisory, and 11 others.
Current workplace
Michael Demassa, Cfa, Cfp®'s current company
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6 roles
Michael Demassa, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Member
CurrentSidebar is the Career Growth Platform to help senior leaders connect with top professionals, learn critical skills, and achieve their biggest career goals.
Apr 2024 - Present
Vice President/Investments
May 2008 - Nov 2015
Portfolio Manager
Jan 2002 - May 2008
Financial Advisor
Prudential Securities
Jun 1999 - Jun 2001
Lab Technician
Aug 1997 - Dec 1998
1 education record
Michael Demassa, Cfa, Cfp® education
-
Massachusetts Institute Of Technology
FAQ
Frequently asked questions about Michael Demassa, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Michael Demassa, Cfa, Cfp® work for?
Michael Demassa, Cfa, Cfp® works for Forza Wealth Management.
What is Michael Demassa, Cfa, Cfp®'s role at Forza Wealth Management?
Michael Demassa, Cfa, Cfp® is listed as Analytical Problem-Solver for Your Wealth Management Needs at Forza Wealth Management.
What is Michael Demassa, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @forzawealth.com for Michael Demassa, Cfa, Cfp® at Forza Wealth Management.
What is Michael Demassa, Cfa, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 941 for Michael Demassa, Cfa, Cfp® at Forza Wealth Management.
Where is Michael Demassa, Cfa, Cfp® based?
Michael Demassa, Cfa, Cfp® is based in Sarasota, Florida, United States while working with Forza Wealth Management.
What companies has Michael Demassa, Cfa, Cfp® worked for?
Michael Demassa, Cfa, Cfp® has worked for Forza Wealth Management, Sidebar, Northern Trust, Local Financial Planning Firm, and Prudential Securities.
How can I contact Michael Demassa, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Michael Demassa, Cfa, Cfp® at Forza Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Michael Demassa, Cfa, Cfp® attend?
Michael Demassa, Cfa, Cfp® holds B.S., Biology from Massachusetts Institute Of Technology.
What skills is Michael Demassa, Cfa, Cfp® known for?
Michael Demassa, Cfa, Cfp® is listed with skills including Asset Allocation, Investment Strategies, Wealth Management Services, Investment Advisory, Portfolio Management, Asset Management, Mutual Funds, and Hedge Funds.
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