John Mazzei

John has been helping individuals and families achieve their financial goals since 2015. Following his graduation from the University of New Mexico, John fell in love with working with numbers and pursued a career in helping people navigate the complexities of their financial lives. He credits his grandmother, who used to stare at ticker tape during her visits, for inspiring him. John has earned his CERTIFIED FINANCIAL PLANNER™ certification and holds the FINRA Series 66 license. He currently lives in Dallas with his wife and two boys.