Anthony J Mazzali is CEO and founder of CG Financial Services. Mr Mazzali has been involved in all phases of CG Financial Services development since its founding in 1999. With more than 25 years in the financial services industry, Mr. Mazzali's deep expertise in wealth preservation, wealth management, pension and 401(k) planning, estates and business owner issues, has allowed him to implement all forms of business and retirement planning with a satisfied customer loyalty.
Mr. Mazzali holds Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law) securities registrations and a Life, Accident and Health license. He has earned designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP) and accredited Fiduciary.
Mr. Mazzali is a TD Ameritrade Presidents Council member and has served on a number of other advisory boards. Mr. Mazzali is rated as one of America's Best Financial Advisors and received many awards throughout his career including membership to Advanced Advisor Group, American Express top 10% field force among 9,000 planners and Royal Court Member of Royal Alliance Associates, Inc.
Mr. Mazzali graduated with a BA in political science, history and business administration from the University of Minnesota. He lives in Haslett, Michigan where he and his wife raise their four children. In his personal time, Mr. Mazzali enjoys golfing, skiing and is an outdoor enthusiast. In 2016, Mr. Mazzali established Crooked Foot Upland Bird & Game Hunting club to create a club with a family-oriented atmosphere where all would feel welcome and provide guests with a true hunting experience. He enjoys giving back to the community and spends time and resources organizing hunts specifically designed to thank our veterans and to the men and women who have served our country.