Michael DeMassa (CFA, CFP®)

Michael DeMassa focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Retirement Plan Investment Advice

Planning Specialties

EDUCATIONAL BACKGROUND

Mr. DeMassa has over 20 years of experience advising clients to help them achieve their retirement and income goals. He earned a Bachelor of Science degree from M.I.T. and holds both the CERTIFIED FINANCIAL PLANNER™(CFP®) certification and Chartered Financial Analyst® (CFA) designation.

AWARDS & PROFESSIONAL DESIGNATIONS

• Five Star Wealth Manager award winner, 2017 – 2022

• Chartered Financial Analyst® (CFA) designation awarded in 2006

• CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded in 2003

ADDITIONAL PROFESSIONAL ASSOCIATIONS

• CFA Institute, Member since 2006

• Certified Financial Planner Board of Standards, Inc., Member since 2003

• Financial Planning Association, Member since 2003

• Southwest Florida Estate Planning Council, Member since 2017

Additional Information

TAILORED INVESTMENT PORTFOLIOS

Our boutique firm has the flexibility to customize portfolios based on dividend income, growth, tax-managed, environmental, social, and governance factors to help clients achieve their specific goals.