business background
John Mazzara, CFP CLU CHFC CEBS CMB MBA MS, is an independent financial planner who specializes in meeting the combined needs of both personal and business planning. His comprehensive background and knowledge of financial services allows him to focus on your whole program and if necessary, coordinate your plan with other professional advisors such as accountants and attorneys. John is the principal partner of Financial Planning Associates. John is a registered investment advisor associate of Multi-Financial Securities.
A number of qualifications separate John from 99% of other financial advisors. John holds the CFP™ (CERTIFIED FINANCIAL PLANNER™), CLU (Chartered Life Underwriter), CHFC (Chartered Financial Consultant), CEBS (Certified Employee Benefits Specialist) designations. John as also completed the Maters of Science degree in Financial Planning from the College for Financial Planning with an emphasis in Estate Planning. In addition, he has completed an MBA with a concentration in Finance at the University of St. Thomas. John has passed level one of the CFA (Chartered Financial Analyst) program, and has completed all the courses required for the CCIM designation. John has completed the Mortgage Bankers Association School of Mortgage Banking Courses I, II, and III and is a Certified Mortgage Banker (CMB).
John also holds important licenses such as life and health insurance, property and casualty insurance, a real estate broker's license, general securities (series #7, 63, 65) and is a registered investment advisor associate of Multi-Financial Securities. For financial services, you can contact John at Financial Planning Associates, 7701 France Ave, Suite 200, Edina, MN 55435, 952-929-2577 or 612-386-7027, or at john.mazzara@multifin.com. All securities are through Multi-Financial Securities Corporation, member FINRA/SIPC, 7701 France Ave S, Suite 200, Edina, MN 55435, (952) 470-1660. Mutual funds, annuities, stocks and other investments available through Multi-Financial Securities are not insured by the FINRA, SIPC nor are they obligations of or guaranteed by Multi-Financial Securities or any other affiliated entity. Such investments will fluctuate in value and are subject to investment risks including loss of some or all of the principal. Financial Planning Associates and Venture Development Inc. and RE/MAX Associates Plus are not affiliated with Multi-Financial Securities Corporation.
John is also the owner and president of Venture Development Inc., a licensed mortgage broker. Venture Development Inc. is a broker to some of the largest and most competitive mortgage companies across the United States. Venture Development Inc. specializes in financing for residential, investment, and commercial properties. John can be reached at 952-929-2577 or 612-386-7027 or by emailing john@johnmazzara.com.
John has been in the real estate business since 1986. He is a real estate broker associate with RE/MAX Associates Plus, 7450 France Avenue South Suite 101, Edina, Minnesota 55435, (952) 884-8404. John can be reached at 952-929-2577 or 612-386-7027 or by emailing john@johnmazzara.com.
If you are looking to work with an independent financial professional who will place your interests first then you should call John. The focus of your free initial consultation is to determine goals and objectives. If appropriate, a second meeting is arranged where solutions are recommended. John can be reached at (952) 929-2577 or on his mobile, (612) 386-7027, or by emailing john@johnmazzara.com.