MARTIN L. MAZORRA CFP®, ChFC®
Marty is a Certified Financial Planner and Chartered Financial Consultant (CFP, ChFC) specializing in investment, retirement and estate planning. He has been helping individuals and institutions achieve their financial, investment and wealth management goals since 1984. He writes frequently at betweenthelines.us on matters related to the economy and the financial markets. He is the author of “Making Lemonade: A Bright View on Investing, on Financial Markets and on the Economy” and "Leaving Liberty?: Essays on Politics and Free Market Thinking" published by iUniverse, Inc. He is co-founder and managing member of Private Wealth Advisors.
CHRISTOPHER M. MURRAY CFP®
Chris has been helping individuals and institutions achieve their financial goals since 1994. He holds a bachelor of science degree in business from California State University, Fresno and the Certified Financial Planner designation. In addition to providing wealth management and investment services to our individual clients, Chris provides investment related services to trustees and investment committees of a number of corporate retirement plans throughout California. He is co-founder and managing member of Private Wealth Advisors.
NICHOLAS A. MAZORRA CFP®
Nick has been with PWA since 2007. He holds a bachelor's degree in business along with the Certified Financial Planner designation. Nick, in managing the firm's technical infrastructure, ensures that all of our systems remain state of the art. We also leverage his education and unique technical expertise in our portfolio management process(es): He does preliminary rebalance/rotation work within client portfolios; essentially working with asset mixes and proposing strategies that would reach our target allocations while considering tax-efficiency and other factors pertinent to our process.