Mazza Financial Group, Inc.
President / Investment Advisor Representative
(206) 623-0588
info@mazzafinancialgroup.com
Mazza Financial Group is an independent, privately owned financial planning and investment management firm in Seattle, Washington. We were founded on the belief that the interests of our clients must always come first and we have positioned our company in a manner consistent with that belief.
Founding
We believe when looking for financial advice, it is important you find a firm that is committed to putting your interests first, maintaining independence, providing unbiased professional advice, teamwork and achievement. When Mazza Financial Group was founded in 1998 by Bryan E. Mazza and J. Peter Mazza, our goal was to create a firm based on these principles. We achieved our goal and strive to adhere to these principles each and every day.
Today MFG continues to provide independent professional advice, which is free from the pressures to act on recommendations from in-house analysts and research or to use only proprietary products or other services that could potentially create conflicts of interest and negatively affect our clients.
We are proud of our accomplishments and what sets us apart from others in our industry. Our dedication to the principles on which we were founded leads to a profound client experience and a very high level of satisfaction.
Advisors
MFG is owned and staffed by professionals with extensive experience in financial planning, custom portfolio design, asset management, income planning and wealth transfer strategy.
Bryan E. Mazza
President
Bryan Mazza has been a financial planning and wealth management advisor since 1990. He is the lead advisor in the firm responsible for investment strategy, portfolio design and implementation for the clients of the firm.
Prior to co-founding MFG, Bryan worked in the investment department of University Equities Corporation and as a representative at Prudential. During his time at Prudential, he was recognized as a planner for both quality and achievement and was a featured speaker in Values Based Selling, a nationally distributed video on client-centric planning.
Bryan earned his degree in Psychology from the University of Washington. After playing soccer for most of his life, he earned the United States Soccer Federation 'C' Coaching License and has been actively involved in the local soccer community coaching youth soccer at both the club and high school level. He continues to enjoy playing golf and traveling with his family during his free time.
J. Peter Mazza
Emeritus
Pete Mazza spent more than 40 years in banking, insurance and wealth management prior to retiring from MFG in 2006. Before co-founding the firm in 1998, he worked for University Equities Corporation, Pacific Northwest Financial Consultants, Peoples National Bank and Mellon Bank. He authored Focus on Financial Planning, a manual designed to assist people with the financial planning process and was a featured speaker at many seminars on the importance of investment and estate planning.
Pete earned his degree in Political Science from Dickinson College and holds the Chartered Life Underwriter (CLU) designation from the American College. He also served as a Lieutenant in the United States Army.
Pete enjoys retirement to the fullest with his wife, Margie and enjoys playing golf, traveling and lectures regularly on the American Civil War, which has been a passion of his since he was a young man.
Our Clients
Mazza Financial Group works with individuals, families, trusts and businesses. Our clients come from all walks of life, work in a variety of different fields and are located all across the United States.
MFG has been dedicated to our "Client Centered" approach to the planning process since our beginning. Each of our clients, regardless of portfolio size, has a vision for their future that is unique. We strive to help clarify, simplify and educate our clients and review all potential options in order to develop and implement a customized solution designed specifically for their situation.
We have only one set of requirements when building and maintaining an advisory relationship with our clients. We ask that our clients be responsive to requests for updates on their situation and current financials and are willing to meet with us at least annually to review their portfolio.