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David Mazzetti, Private Wealth Advisor serving the Poughkeepsie, NY area - Ameriprise Advisors

David Mazzetti

CFP®, CRPC

Private Wealth Advisor

Seven Bridges Wealth Advisors
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.6 out of 5 rating based on 11 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Science Finance, Empire State University, New Paltz, N.Y.

Awards & recognition

  • Ameriprise Circle of Success, 2003-2012
  • Seven Bridges Wealth Advisors, Ameriprise Chairman's Award, 2014
  • Ameriprise Diamond Ring Club, 2015
  • Forbes Best-in-State Wealth Advisors, 2021-2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

    I am a member of the Italian Center of Poughkeepsie. Also a Foundation Board Member for the Empire State Collect of New York and a Board Member and Treasurer of The Sherman Foundation.

Interests

As the proud father of Reilly, Nia, Tamirat and Demisse most of my leisure time is spent with them and my wonderful wife Joy.

I enjoy running, cycling and swimming. I frequently participate in 5K, 10K, Spartan races and triathions. Occasionally I will attempt a round of golf, enjoy vacationing on the beach and every Sunday in the fall I can be found passionately supporting my green and white team. Go Jets!