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New Jersey Five Star award winner

PROFESSIONAL PROFILE

John Mezzasalma

CPA, CFP®
Mezzasalma Advisors
67 Apple St
Tinton Falls, NJ 7724
Office: 732-842-1120
john@mezzcpa.com
www.mezzadvisors.com

Professional Approach

John is a partner in Mezzasalma CPAs where he is primarily responsible for heading up the firm’s wealth management division. John started Mezzasalma Advisors in New York City in 1984. He expanded the Firm to the Monmouth County area in 1994. John specializes in developing financial strategies for physicians, business owners and high net worth individuals. He is also an expert on Income Tax savings strategies for physicians.

We are an independent Registered Investment Advisor* and professional money manager. Your actual account will be held by a major discount broker such as TD Ameritrade**, not us. We simply act as the advisor for your account. There are no investment decisions for you to make since the account is automatically managed according to your investment objectives and risk tolerance. (see below for firm brochure/legal disclosures).

*Please note that the use of the term registered investment adviser does not imply a certain level of skill or training.

**Mezzasalma Advisors and TD Ameritrade are independent and unaffiliated.

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Please use URL below for legal disclosures:

https://mezzcpa.com/files/FIRM-BROCHURE-LEGAL-DISCLOSURES-2019.pdf

*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.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 6,123 New Jersey-area wealth managers were considered for the award; 459 (8% of candidates) were named 2021 Five Star Wealth Managers. 2020: 6,210 considered, 480 winners; 2019: 6,097 considered, 477 winners; 2018: 4,383 considered, 415 winners; 2017: 3,868 considered, 664 winners; 2016: 4,143 considered, 626 winners; 2015: 5,063 considered, 672 winners; 2014: 3,315 considered, 646 winners; 2013: 4,049 considered, 733 winners; 2012: 1,312 considered, 400 winners.