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John Piazza

John Piazza

Managing Director | West at Capital Wealth Planning, LLC

Fayetteville, GA , United States

About

John Piazza is an experienced investment professional who served as Managing Director | West at Capital Wealth Planning, LLC from January 2020 to November 2021. In this role, he was responsible for expanding the firm’s presence and client relationships in the western United States, focusing on equity income strategies, covered call writing, and options-based portfolio management for high-net-worth individuals and institutional investors. Capital Wealth Planning is known for its expertise in covered call strategies and dividend-focused portfolio management, and Piazza’s work supported the firm's mission by driving business development across these asset classes.

Prior to joining Capital Wealth Planning, John Piazza was a Board Member and Advisor at ScoreMore LLC, where he provided strategic guidance on business operations and growth initiatives. He also previously served as Regional Vice President at Alternative Investment Store, focusing on alternative asset management and business development in non-traditional investments such as private equity and real estate. His broad experience spans both traditional and alternative investments, emphasizing client engagement and growth in competitive sectors.

Piazza holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College of Financial Services, and is a Certified Investment Management Analyst (CIMA) from The Wharton School. These credentials highlight his expertise in portfolio construction, investment analysis, risk management, and client advisory services within the wealth management and alternative investments sectors.

Career History

OrganizationRoleDate RangeDetails
Capital Wealth Planning, LLCManaging Director | WestJan 2020 to Nov 2021
About Capital Wealth Planning Our flagship product is the Enhanced Dividend Income Portfolio (EDIP) strategy, created for investors seeking income and growth from investing in some of the most financi...
ScoreMore LLCBoard Member and AdvisorNov 2017 to Jan 2020
Technology, product development, and marketing advisor.
Alternative Investment StoreRegional Vice PresidentAug 2013 to Nov 2017
Collaborated with an exclusive group of independent investment professionals in the RIA, Pension Fund, and Family Office community to provide access to best-in-class investment products in the Alterna...
Northwestern Mutual Investment ServicesRegional Vice PresidentOct 2007 to Jul 2013
Responsible for a 5-state territory in the Southeast with 3+ Billion in annual sales. Based in Atlanta, GA. Oversaw sales of a full-service advisory program including mutual funds, separate accounts, ...
SEI InvestmentsRegional Sales DirectorJul 2004 to Oct 2007
Directly responsible for the sales efforts of Highmark Funds and Institutional SMAs for Highmark Capital Management in the states of FL, GA, AL, MS, LA and TX for RIAs, Independent Advisors and Region...
Raymond James Financial Inc.Regional Vice PresidentJan 2000 to Jan 2003
Directly responsible for the sales efforts of Heritage Asset Management (now Carillon Funds) for the SW territory, encompassed by the states of Texas, Oklahoma, and Kansas. I covered all channels incl...

Education

The American College of Financial Services

Chartered Financial Consultant & Chartered Life Underwriter

2007 2009

The Wharton School

Certified Investment Management Analyst, Investments and Securities

2001 2003

Skills & Expertise

Mutual Funds
Investments
Asset Management
Alternative Investments
Business Development
Financial Advisory
Securities
Fixed Annuities
Sales
Investment Management
Financial Services
Separately Managed Accounts
Wealth Management
Investment Advisory
Start Ups
Management
Series 7
Asset Allocation
Insurance
Retirement Planning
401k
Marketing Strategy
Sales Operations
Series 6
Investment Strategies
Asset Managment
Solution Selling
Series 63
ETFs
FINRA
Retirement
Uniform Combined State Law
Series 65
401 Retirement Savings Plans
Interactive Marketing
Customer Engagement
Strategy
Strategic Planning
Leadership
Private Equity
Finance
Working with Investors
Investment Banking
Territory Management
Territory Development
Territory Growth
New Territory Development
Territory Account Management
Sales and Marketing
Sales Process

Others at Capital Wealth Planning, LLC (8)

NameRoleLocation
Chad Brand
Chad Brand
West Managing DirectorNewport Beach, CA , United States
J
Jay Fortuna
Managing Director-National Accounts, Senior Vice PresidentNew York, NY , United States
J
Jodi Phillips
Assistant Vice PresidentNaples, FL , United States
J
Josh Miller
Regional Managing DirectorOrlando, FL , United States
Josh Smith
Josh Smith
Lead Portfolio ManagerNaples, FL , United States
R
Ryland Mathews
Trading Systems AnalystTampa, FL , United States
Joshua Janssen
Joshua Janssen
Market Research AnalystBonita Springs, FL , United States
Kesia Sondrini
Kesia Sondrini
Managing Director and SVP- Advisor Relationship ManagmentNaples, FL , United States

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