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Matthew M

Series 63, Series 65

Sewickley, PA

Cetera

Matthew Mazza is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. He has been with Cetera and its affiliates since 2013. Outside of advising, Mazza is involved in a steel drum band called Tropical Sands Music and also sells fixed insurance products including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management services through a multi-manager platform and supports advisors with a range of program options and affiliated resources.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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