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Nicholas M
CFP®
Pismo, CA
Private Wealth Advisors
Nicholas Mazorra is a CFP® professional with 9 years of industry experience, currently serving at Private Wealth Advisors since 2008. He is based in Pismo, CA, and works at a firm notable for its discretionary portfolio management and financial consulting services. Private Wealth Advisors provides tailored investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a combination of fundamental analysis, long-term buy-and-hold strategies, and options for hedging and strategic purposes.
Martin M
CFP®, ChFC®, Series 63, Series 65
Fresno, CA
Private Wealth Advisors
Martin Mazorra is a CFP® and ChFC® with 28 years of industry experience. He has been with Private Wealth Advisors since 2006. Private Wealth Advisors provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a fundamental, long-term investment approach combined with client-specific guidelines, using options for hedging and strategic purposes.
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