Adam Mazzaro, CEPA®

Director, Wealth Management

Adam joined the firm in 2019 and is responsible for providing investment advice to high-net worth individuals and families. He partners with clients and their professional advisors on a variety of items including: retirement planning, tax and estate planning, concentrated stock/option divestment, wealth transfer strategies and the sale of closely held businesses.

Adam came to B|O|S from BNY Mellon Wealth Management, where he served as a Senior Vice President with a specialization in working with Business Owners/Founders and Corporate Executives. Prior to BNY Mellon, Adam worked as a Senior Vice President in Personal Capital Advisor’s Private Client Group.

Adam lives in Danville with his family.

Education

BA in Environmental Studies, University of California, Santa Barbara
New York University – School of Professional Studies (Financial Planning)

Highlights

Adam Mazarro is a Certified Exit Planning Advisor™
Series 65 License holder
Member of the San Francisco Association for Corporate Growth
Member of Vistage Trusted Advisor Program – Walnut Creek

Adam Mazzaro, CEPA®

Education

Highlights

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