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 – 2020

• 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.

HIGH LEVEL OF SERVICE

The number of client relationships for each adviser is limited to 75 families to maintain a high level of personal customization.

NAPFA Start Date

February 01, 2021

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This Office

7701 Holiday Dr Sarasota, FL 34231-5313 Phone: (941) 203-3748