CoverProfile

Marty Mazorra

Founder & Co-Chief Investment Officer, Certified Financial Planner

Private Wealth Advisors

United States, California, Fresno

About Me

Marty, our founder and Co-Chief Investment Officer, is a Certified Financial Planner and Chartered Financial Consultant. He has been an unrelenting student of markets and economics during his entire 37-year career. His unique experience and expertise has led to the creation of a number of proprietary indicators that have become essential to our portfolio management process.

Profile Information

Founder & Co-Chief Investment Officer, Certified Financial Planner

Private Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Fresno

California

United States

Jan 9, 2025

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation