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.

Marty Mazorra
Founder & Co-Chief Investment Officer, Certified Financial Planner
Private Wealth Advisors
United States, California, Fresno
About Me
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
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