Mike Mazzei, Cfp®, Mpas® Email & Phone Number

Mike Mazzei, CFP®, MPAS®, is the CEO of Trinity Strategic Wealth. A CERTIFIED FINANCIAL PLANNER® professional and MASTER PLANNER ADVANCED STUDIES®, he created The Financial Freedom Process™ to help individuals develop life, financial and investment strategies that enable them to reach greater success, enjoy life to the fullest and leave lasting legacies. Mike also authored and published a book, “Solving Your Financial Planning Puzzle.” Mike’s independent office of Raymond James Financial Services helps clients in 45 states. With over $1.2 Billion in assets under management, the office ranks 16 out of 1,370 offices nationwide. A committed public servant, Mike served in the Oklahoma State Senate from 2004 to 2016, and was Chairman of the Senate Finance Committee for 10 years. In December 2018 Mike was appointed the Oklahoma Secretary of Budget by Governor Kevin Stitt, where he served for two years. Mike earned a Bachelor of Arts in Government & Politics from George Mason University and a Master of Science in Personal Financial Planning from the College for Financial Planning. Mike is a member of Asbury United Methodist Church. He is a contributor and sponsor of Restore Hope Ministries, John 3:16 Mission, Fellowship of Christian Athletes, The Salvation Army and Tulsa Boys Home. Mike and his wife, Noel, have five children: Maria, triplets Caleb, Carissa, and Mykaela; and Jackson.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.