Michael E. DeMassa, CFA, CFP®

Founder & Principal

Phone:941-203-3747
Fax: 941-203-3778

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Background:

Michael E. DeMassa is originally from Norwalk, Connecticut and graduated from the Massachusetts Institute of Technology with a B.S. in biology and minor in chemistry.  After MIT, he moved out west to Napa, California where he worked as a lab technician for Robert Mondavi Winery.  While working at the winery, Mr. DeMassa became intrigued with the finance world and moved back to the greater New York City area.  His search for an equity research analyst position in the biotech sector resulted in a financial adviser role at a brokerage firm in Stamford, Connecticut.

After a family reunion on Siesta Key beach, Mr. DeMassa and his wife, Elisha, moved to Sarasota, Florida in 2001 to trade the New England winters for warm sunny beaches.  Mr. DeMassa continued his finance career with a local financial planning firm and his passion for knowledge helped him earn both the CFP® certification and the CFA charter.  To further his industry knowledge, he worked as a Senior Portfolio Manager at a trust company where he managed assets for high net worth investors, foundations and institutions.  He is a member of the CFA Institute and the Financial Planning Association.

Based on his experiences, he formed Forza Wealth Management in 2015 as an independent registered investment adviser to reduce the conflicts of interests and provide unbiased advice to his clients.  


Community:

Mr. DeMassa has been involved with Junior Achievement since 2007 educating students in the classroom on business and financial topics.  He was honored as the Volunteer of the Year for Sarasota County in 2011.  

As Educational Council member for MIT since 2004, Mr. DeMassa is involved in the application process for local high school students interested in attending MIT.  He continues to stay in touch with area alumni as board member of the MIT Club of Southwest Florida and attended the MIT Alumni Leadership Conference in 2016 held in Cambridge, MA.


Family Life:

Mr. and Mrs. DeMassa live in Sarasota, FL with their three children (ages 13, 11 and 5).  They enjoy running in local races when not busy with their children's activities.