Michael Demassa, Cfa, Cfp®

Michael Demassa, Cfa, Cfp® Email and Phone Number

Analytical Problem-Solver for Your Wealth Management Needs @ Forza Wealth Management
Michael Demassa, Cfa, Cfp®'s Location
Sarasota, Florida, United States, United States
Michael Demassa, Cfa, Cfp®'s Contact Details

Michael Demassa, Cfa, Cfp® personal email

Michael Demassa, Cfa, Cfp® phone numbers

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/

Michael Demassa, Cfa, Cfp®'s Current Company Details
Forza Wealth Management

Forza Wealth Management

View
Analytical Problem-Solver for Your Wealth Management Needs
Michael Demassa, Cfa, Cfp® Work Experience Details
  • Forza Wealth Management
    Founder & Principal
    Forza Wealth Management Nov 2015 - Present
    Sarasota, Fl, Us
    Building custom investment portfolios to help clients achieve their goals.Learn more at: www.forzawealth.comEmail: demassa@forzawealth.comPhone: 941-203-3748
    View
  • Sidebar
    Member
    Sidebar Apr 2024 - Present
    San Diego, California, Us
    Sidebar is the Career Growth Platform to help senior leaders connect with top professionals, learn critical skills, and achieve their biggest career goals.
    View
  • Northern Trust
    Vice President/Investments
    Northern Trust May 2008 - Nov 2015
    Chicago, Illinois, Us
    View
  • Local Financial Planning Firm
    Portfolio Manager
    Local Financial Planning Firm Jan 2002 - May 2008
    Sarasota, Florida, Us
    View
  • Prudential Securities
    Financial Advisor
    Prudential Securities Jun 1999 - Jun 2001
  • Robert Mondavi Winery
    Lab Technician
    Robert Mondavi Winery Aug 1997 - Dec 1998
    Oakville, Ca, Us
    View

Michael Demassa, Cfa, Cfp® Skills

Asset Allocation Investment Strategies Wealth Management Services Investment Advisory Portfolio Management Asset Management Mutual Funds Hedge Funds Wealth Management Investment Management Alternative Investments Securities High Net Worth Individuals Retirement Planning Investment Policy

Michael Demassa, Cfa, Cfp® Education Details

  • Massachusetts Institute Of Technology
    Massachusetts Institute Of Technology
    Biology

Frequently Asked Questions about Michael Demassa, Cfa, Cfp®

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 the current company?

Michael Demassa, Cfa, Cfp®'s current role is Analytical Problem-Solver for Your Wealth Management Needs.

What is Michael Demassa, Cfa, Cfp®'s email address?

Michael Demassa, Cfa, Cfp®'s email address is md****@****ast.net

What is Michael Demassa, Cfa, Cfp®'s direct phone number?

Michael Demassa, Cfa, Cfp®'s direct phone number is +194131*****

What schools did Michael Demassa, Cfa, Cfp® attend?

Michael Demassa, Cfa, Cfp® attended Massachusetts Institute Of Technology.

What are some of Michael Demassa, Cfa, Cfp®'s interests?

Michael Demassa, Cfa, Cfp® has interest in Completed Boston Marathon 1997.

What skills is Michael Demassa, Cfa, Cfp® known for?

Michael Demassa, Cfa, Cfp® has skills like Asset Allocation, Investment Strategies, Wealth Management Services, Investment Advisory, Portfolio Management, Asset Management, Mutual Funds, Hedge Funds, Wealth Management, Investment Management, Alternative Investments, Securities.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.