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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capital Wealth Planning, LLC | Managing Director | West | Jan 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 LLC | Board Member and Advisor | Nov 2017 to Jan 2020 | Technology, product development, and marketing advisor. |
| Alternative Investment Store | Regional Vice President | Aug 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 Services | Regional Vice President | Oct 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 Investments | Regional Sales Director | Jul 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 President | Jan 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
Others at Capital Wealth Planning, LLC (8)
| Name | Role | Location |
|---|---|---|
| West Managing Director | Newport Beach, CA , United States | |
J Jay Fortuna | Managing Director-National Accounts, Senior Vice President | New York, NY , United States |
J Jodi Phillips | Assistant Vice President | Naples, FL , United States |
J Josh Miller | Regional Managing Director | Orlando, FL , United States |
| Lead Portfolio Manager | Naples, FL , United States | |
R Ryland Mathews | Trading Systems Analyst | Tampa, FL , United States |
| Market Research Analyst | Bonita Springs, FL , United States | |
| Managing Director and SVP- Advisor Relationship Managment | Naples, FL , United States |
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