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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.

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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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