David J. Mazzetti

About David J. Mazzetti

Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.…

Experience

1. Founder Managing Partner Chief Marketing Officer

   Seven Bridges Wealth Advisors

   Jun 1998 — Present · Poughkeepsie, NY, US

   Seven Bridges is a team of financial advisors and staff that aims to provide an extraordinary wealth management experience with a family office approach. We were named after the seven bridges that span the Hudson valley, Catskills, to Manhattan. Not only is that the primary demographic we service, but there are also seven areas of comprehensive financial planning per the CFP board of standards. Our mission is to help bridge our clients to each one of those areas, and assist them to get from where they are to where they want to go. Focusing on investment & retirement planning, insurance & employee benefits, income tax management, budgeting and cash flow, legacy & estate planning, philanthropy & charitable giving.CA Insurance #0E55405

Education

• Empire State University

  Bachelor of Science (B.S.)

Skills

• Small Business Planning
• Business Planning
• Customer Service
• Marketing
• Skilled Communicator
• Employee Benefits
• Decision-Making
• Education Planning
• Community Service
• Protection Planning
• Prudence
• Social Media
• Diligence
• Ability to Listen
• Insurance Broker/Agent
• Responsiveness
• Ethical Character
• Strategic Planning
• Coaching
• Client Relationships
• Attention to Detail
• Team Building
• Health Insurance
• Analytical
• Public Speaking
• Leadership
• Relationship Building
• Risk Management
• Customer Experience
• Judgment
• Client Management
• Strategic Partnerships