As seen in
Sarasota Five Star award winner

PROFESSIONAL ACCOMPLISHMENTS

AWARDS & PROFESSIONAL DESIGNATIONS

  • Five Star Wealth Manager award winner, 2017 – 2019
  • 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

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Information on this web site is directed toward U.S. residents only. Forza Wealth Management, LLC is registered as an investment adviser with the State of Florida and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.