Matthew Mazzocco
Associate Director @Global View Capital Advisors
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WORK HISTORY
Associate Director @Global View Capital Advisors
Los Angeles, CA, US
As an Associate Director with Global View Capital Advisors, I enjoy partnering with professional accounting firms to grow the business and overall performance of the individual CPA as a trusted advisor in their respective communities. At Global View Capital Advisors, we keep things simple. We are a diversified financial services firm with business in investment advisory, insurance, business development and global asset management. We were founded by a group of passionate independent investment professionals dedicated to a fiduciary standard of care. The firm has over 150 associates and employees and is headquartered in Waukesha, WI and Toronto, Canada. Our business model serves as the 21-century model of the future by partnering with the world’s best advisors, money managers and product partners to design, grow and protect the personal economies of families from all over the world.
EDUCATION
El Camino College
Finance and Business Management
Christendom College
Philosophy and Theology
ABOUT MATTHEW MAZZOCCO
As an Associate Director with Global View Capital Advisors, I enjoy partnering with professional accounting firms to grow the business and overall performance of the CPAs/EAs as trusted advisors in their respective communities. The AICPA\'s \'CPA Horizons 2025\' report states:\"As trusted advisors, CPAs increasingly will be called upon to help solve complex and challenging business problems. This will require leveraging core competencies of critical thinking and problem-solving skills and collaborating with professionals across different disciplines. By applying the same experience, objectivity and expertise the profession brings to traditional services, CPAs will enhance the value proposition for clients and business.\" Professional Accounting and Enrolled Agent firms work with us to.become the most vital and consulted advisor to their top clients.develop the most secure and permanent relationships with their top clients.learn to recognize and solve the complex financial problems of their top clients.secure their position as the trusted Gatekeeper to their top clients Working with us and our partners, accounting and enrolled agent firms provide their top clients with individualized, comprehensive personal/business plans; by engaging multi-disciplinary specialists to deliver coordinated solutions across all ten planning disciplines:*Asset Protection *Estate *Specialized Tax & Rebate(e.g. Income, Estate, Cost seg, energy, capital gain, R&D, etc)*Business Succession *Business Income *Executive & Employee Benefits *Retirement Income *Charitable *Insurance *Lifetime Wealth Transfer If your firm is interested in learning more, please contact us. We look forward to meeting you and learning about your business.
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