About David P. Mazzotta
Dave’s value as a wealth advisor is rooted in his unique perspective on life. Dave was orphaned at age 16, requiring him to take immediate responsibility for his own financial survival. Working through college, buying his first home at age 22, learning the value of savings and planning – all were key ingredients to his own financial security and independence. Dave had the inner strength, perseverance and determination to reach his own life goals. Today, Dave’s mission is to help his clients prepare for whatever life throws at them, so that each has the potential to fulfil their dreams.
Since 2001, Dave has leveraged his 25 years of experience at Yamaha Motor, USA and Lee Iaccoca and Associates. His clientele ranges from business owners, executives, doctors, lawyers, engineers, architects, teachers, and administrators – professionals and tradesmen – who enjoy knowing that someone is working day and night to stay ahead of the curve to help them achieve success in business and in life.
Dave earned his Bachelor of Science in Business Administration from California State University, Fullerton with a concentration in Economics, an MBA from the University of La Verne and holds the designation of Certified Investment Management Analyst (CIMA®) through advanced graduate level coursework at the Wharton School, University of Pennsylvania.
As a native southern Californian, Dave lives in south Orange County. He has traveled extensively throughout Asia, Europe and the U.S., but calls Orange County home because of the wonderful climate and active lifestyle. When he’s away from the office, Dave enjoys outdoor activities such as jogging, hiking, camping, and gardening. He is also a strong advocate for promoting financial literacy, spending time teaching the fundamentals of finance to teens and young adults.
Securities Agent: UT, DC, VA, OR, NJ, NC, IL, HI, AZ, WV, WI, VT, MI, DE, WY, WA, PA, LA, KY, CA, OH, NY, MO, ME, TX, CT, RI, MD, FL, NM, MT, AL, AR, KS, OK, PR, SC, MA, ID, GA, TN, NV, NH, CO; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279033
CA Insurance License #: 0D40434