Mike Mazzei, CFP®, MPAS®, President, Tulsa Wealth Advisors
Mike Mazzei, CFP®, MPAS®, is the President of Tulsa Wealth Advisors. A CERTIFIED FINANCIAL PLANNER professional, and MASTER PLANNER ADVANCED STUDIES, he created The Financial Freedom Process™ to help individuals leverage their wealth in order to achieve their lifetime visions. He enjoys helping retirees and entrepreneurs develop comprehensive life, financial and investment strategies that enable them to reach greater success, enjoy life to the fullest and leave lasting legacies.
In 2013 Mike authored and published his book, “Solving Your Financial Planning Puzzle.” Mike was ranked #4 in the state of Oklahoma, and #3 in Tulsa, for Barron’s 2017 list of top advisors in the country. He has been named to Barron’s Top Advisor list every year since 2010. Mike served in the Oklahoma State Senate from 2004 to 2016, representing Senate District 25, and was Chairman of the Senate Finance Committee for 10 years. He is also a member of Financial Planners Association, Kiwanis Club of Tulsa, and serves on the board of directors for The Salvation Army.
Mike earned a Bachelor of Arts from George Mason University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He and his wife, Noel, have five children: Maria, triplets Caleb, Carissa, and Mykaela; and Jackson. The Mazzei family belongs to Asbury United Methodist Church in Tulsa.
“Solving Your Financial Planning Puzzle”.
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Raymond James does not endorse the book “Solving your Financial Planning Puzzle”
Barron’s is an American financial magazine that provides in-depth analysis and commentary on the markets and conducts an annual state-by-state roundup of the top financial advisors throughout the country. The rankings are based on data provided by more than 4,000 of the nation’s most productive advisors. Factors included in Barron’s distinguished rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. For more information visit: www.Barrons.com.