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My vision is to be the most professional,
sought after, financial advisor in the world.
Professionalism: We will be recognized as having professional
standards.
Integrity: All of our business will be characterized by the
highest levels of fairness and honesty.
Real Value and Financial Strength: We are here to satisfy our
clients by providing the highest quality of products, services and
advice. Our clients depend on us to be here in the future to meet
our financial promises. Steve Mazda has a unique perspective from which to discuss the
subjects of financial management, retirement planning, profit
sharing, employee ownership and a variety of other pertinent topics
in today's economy. While affiliated with two markedly different
industries, financial services and a retail furniture chain, he
received recognition in CFO magazine, as well as in numerous
organization and association newsletters.
On the national scene, he played a key role in saving the 401(k)
from congressional extinction. During the early 1980s, he argued the
benefits of the plan before members of Congress and presented his
own statistical research to convince them of the plan's potential
for enhancing savings of all employees, specifically at lower income
levels.
In addition to communicating the benefits of ESOPs and 401(k) plans
to boards of directors, senior management teams and rank and file
employees, Steve has established interagency teaming among
representatives of financial services groups that resulted in
improved services to clients and additional business for all
representatives. Within his own organizations, he has consistently
provided employees with opportunities for advancement and shares in
profit and equity.
Steve attended Drexel University and graduated William Penn Charter
school class of ’75. From early in his career, he has been a frequently
sought speaker by company boards and management teams, employees and
investment groups, providing expertise on profit sharing,
retirement, stock purchase programs and risk management.
Most recently, Mr. Mazda has functioned in the role of CFO for
Nationwide Furniture Rental & Sales, Inc., a $50 million chain. In
1988, he was asked by shareholders to take over financial management
of the company principally owned by two families. During his tenure,
he was responsible for increasing revenues 350%, from $14 million to
$50 million, and quadrupling profits in a very competitive market.
Early in 1999, Steve structured a buyout of the business,
transferring ownership from the three founders to five related and
non-related parties. He orchestrated the sale of the company in a
cash transaction that provided $27 million to the principals and
retention of all real estate holdings in a lease back arrangement
with the new owners.
[continued on next page...]
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