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Michael Massara

Full Picture Financial

3785 East Lexington Ave

Gilbert, AZ 85234

480-847-0373

Comprehensive, Customized and Collaborative

About Full Picture Financial

Full Picture Financial (FPF) Advisors have greater than 30 years of combined financial experience meeting clients' goals. We provide a comprehensive, customized and collaborative experience. We offer our ideas, guidance and tips to improve your financial standing with no obligation in return. We also have a specialty in planning and asset management for Arizona Municipal Pension personnel (Arizona State Retirement System and Arizona Public Safety Personnel Retirement System).

Please know that we believe quantity doesn't means quality... No advisor with us will ever take on the responsibility of more than 80 households. Any more than that compromises our time to answer questions, manage portfolios, and research the issues affecting your financial success. We value our relationships with those we serve and believe in giving each person the detailed attention to their financial situation and portfolios deserve.

General Information

Firm Start Year

2016

No.of Employees

2-4

CRD#

6294964

Firm CRD#

151367

Name of Custodial Firm

Charles Schwab and TD Ameritrade

States Licensed in

AZ

Years of Experience in Financial Services

8

Number of Years with Current Firm

1

Work Experience

Full Picture Financial, Financial Advisor, 2022 - Present
Morgan Stanley, Financial Advisor, 2020 - 2021
Vanguard, High Net Worth Relationship Manager, 2017 - 2020
Merrill Lynch, Investment Specialist, 2014 - 2017

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning

Services

Investment Types

Exchange Traded Funds (ETFs), Stocks, Alternative Investments, Bonds, Mutual Funds

Can meet clients in the following ways

Our Office, Via Phone, Your Office, Via Email, Video Conference

Compliance

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 66, Series 7

Insurance and Annuity Licenses

Life, Variable Annuity, Variable Life, Annuity

Firm Information

Firm's Number of Clients

170

Firm's Number of Managed Clients

85

Assets Managed by Firm

40000000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly

Education

Bachelor's of Science - Management

Arizona State University
2005 - 2010

Certificate - Small Business

Arizona State University
2011 - 2013

Disclaimer

Dynamic Wealth Advisors dba Full Picture Financial, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors dba Full Picture Financial, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.