Leading the Oklahoma Investment Community

CFA Society Oklahoma hosts Mike Mazzei, Oklahoma Secretary of Budget November 21st for a brekafast in Tulsa. Mr. Mazzei will provide local insight on the history and future of Oklahoma financial affairs. Mike Mazzei, CFP®, MPAS®, is the President of Tulsa Wealth Advisors and the serves in Governor Kevin Stitt’s administration as the Secretary of Budget. Mike served in the Oklahoma State Senate from 2004 to 2016, representing Senate District 25, and was Chairman of the Senate Finance Committee for 10 years. In 2013 Mike authored and published his book, “Solving Your Financial Planning Puzzle.”

CFA Society Oklahoma hosts Mike Mazzei, Oklahoma Secretary of Budget November 21st for a luncheon in Oklahoma City. Mr. Mazzei will provide local insight on the history and future of Oklahoma financial affairs. Mike Mazzei, CFP®, MPAS®, is the President of Tulsa Wealth Advisors and the serves in Governor Kevin Stitt’s administration as the Secretary of Budget. Mike served in the Oklahoma State Senate from 2004 to 2016, representing Senate District 25, and was Chairman of the Senate Finance Committee for 10 years. In 2013 Mike authored and published his book, “Solving Your Financial Planning Puzzle.”

Join CFA Society Oklahoma for a special winter social at Oak & Ore in Oklahoma City. Members, candidates, students and guests enjoy refreshments and good company in anticipation of the coming new year.

Join CFA Society Oklahoma for a special winter social at the Summit Club in Tulsa. Members, candidates, students and guests enjoy refreshments and good company in anticipation of the coming new year.