Michael E. DeMassa,  CFP<sup>&reg;</sup> - Financial Advisor

Michael E. DeMassa, CFP®

CFA,

Principal

Forza Wealth Management

1680 Fruitville Rd, Ste 210
Sarasota, FL 34236
FINANCIAL ADVISOR'S WEBSITE
(941) 203-3748 Contact Me

General

Michael DeMassa is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Forza Wealth Management in Sarasota, FL and the surrounding communities.

Financial Advisor Overview

He specializes in locally managed custom stock, bond and ETF portfolios to help his clients achieve their retirement and income goals.

More

Financial Advisor Experience

DeMassa’s diverse work experience of more than 17 years at a major brokerage firm, a local broker/dealer and a global trust company inspired him to start his own investment firm to provide independent objective advice to his clients. He is a graduate of Massachusetts Institute of Technology and holds both the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds

More

Helpful Financial Planning Resources