PROFESSIONAL ACCOMPLISHMENTS
AWARDS & PROFESSIONAL DESIGNATIONS
- Five Star Wealth Manager award winner, 2017 – 2020
- Chartered Financial Analyst® — CFA®
- CERTIFIED FINANCIAL PLANNER™ certificant — CFP® certificant
Professional Associations
- CFA Institute, Member since 2006
- Certified Financial Planner Board of Standards, Inc., Member since 2003
- Financial Planning Associaiton, Member since 2003
- Southwest Florida Estate Planning Council, Member since 2017
EDUCATIONAL BACKGROUND
Mr. DeMassa has over 20 years of experience advising clients to help them achieve their retirement and income goals. He is a graduate of M.I.T. and holds both the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Financial Analyst® designation.
Learn more at www.forzawealth.com
