• Skip to main content
  • Skip to secondary menu
  • Skip to primary sidebar

Tampa Bay News Wire

All news... no paywalls

  • Submit a Release
  • Contact Us
You are here: Home / Cryptocurrency, Financial Services / Local financial advisors selected as 2021 Five Star Wealth Managers

Local financial advisors selected as 2021 Five Star Wealth Managers

November 30, 2021 by Post

Michael DeMassa (left) and Timothy Videnka of Forza Wealth Management | Carissa Warfield/Still Silver Photography

SARASOTA, FL – Sarasota investment advisors Michael E. DeMassa, CFA, CFP® and Timothy J. Videnka, CFA, CFP® of Forza Wealth Management were recently recognized with 2021 Five Star Wealth Manager awards. This is the fifth consecutive year DeMassa has been selected and the first for Videnka.

DeMassa is founder and principal of Forza Wealth Management, an SEC-registered investment adviser based in Sarasota. He earned a bachelor’s degree from M.I.T. and holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA) designations.

Videnka is CIO and principal of Forza Wealth Management. He earned his bachelor’s degree and MBA from Rollins College and holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA) designations.

Both DeMassa and Videnka specialize in locally managed custom stock, bond and ETF (exchange-traded funds) portfolios to help their clients achieve their retirement and income goals.

The Five Star Wealth Manager award is based on objective research criteria. Five Star Professional’s research team evaluates candidates from across major markets annually on 10 criteria associated with outstanding service. Each of the award winners has demonstrated a commitment to clients and strong industry credentials, and has been evaluated on the quality of their practice.

To learn more about Forza Wealth Management, call 941-203-3748 or visit forzawealth.com.

About Forza Wealth Management
Forza, founded in 2015 and located in South Sarasota, is an independent, fee-only advisor, focusing on clients with over $1 million in investable assets. Forza works together with the client’s attorney, CPA and other professionals for an integrated wealth management approach. For more about Forza, call 941-203-3748 or visit forzawealth.com.

email
print

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)

Related

Filed Under: Cryptocurrency, Financial Services

Primary Sidebar

Categories

45 Users Online
1 User Browsing This Page.
Users: 1 Bot

Connect with us

  • View madduxbusinessreport’s profile on Facebook
  • View tbnwire’s profile on Twitter

RSS feed


45 Users Online

© 2023 KnowHowe

 

Loading Comments...