LIVE from the 2022 Roswell Rotary Golf and Tennis Tournament: Robert Fezza, Odyssey Personal Financial Advisors (North Fulton Business Radio, Episode 533)
Robert Fezza, CFP, Owner of Odyssey Personal Financial Advisors, sat down with host John Ray to talk about the tremendous charitable work that Roswell Rotary is able to do because of the proceeds from the Golf and Tennis Tournament. Robert discussed his work on Rotary’s charity committee, Odyssey’s sponsorship, the community organizations that Roswell Rotary gives time and money to, the advantages to joining Rotary, and more.
This show was originally broadcast live from the 2022 Roswell Rotary Golf and Tennis Tournament at Brookfield Country Club in Roswell, Georgia, on September 12th, 2022.
North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.
Odyssey Personal Financial Advisors
Odyssey Personal Financial Advisors works with individuals and families who are seeking customized advice to help them reach their financial goals. An “odyssey” is a long series of wanderings or adventures that includes both challenges and triumphs – they want to be with you through all of them.
Odyssey was founded on the principle of “doing things differently” than what you’ve heard about or experienced with other financial advisors. They are committed to providing personalized, unbiased, ethically-based, and well-researched advice, bringing simplicity to complex financial situations and serenity to our clients.
Their team loves working with people who are serious about their financial futures. If you’re ready to create a personal plan tailored to your long-term goals, they’d love to meet you.
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Robert Fezza, CFP, Owner and Partner, Odyssey Personal Financial Advisors
Robert has been with the firm since 1999. A native New Yorker, Robert and his wife Teri live in Roswell with their two teenage children, Matthew and Megan. Robert is a member of the Financial Planning Association, St. Peter Chanel Knights of Columbus, and the Rotary Club of Roswell. Although he has lived in the Atlanta area for over 20 years, following the New York Jets and Mets is still a favorite pastime.
When not in the office, Robert enjoys golf, working out at Crossfit North Fulton, and watching his kids play sports and dance. He also serves a mentor with Stand Up for Kids Atlanta. He considers it a blessing to have close family members living nearby with his parents having chosen Roswell as their retirement home.
Robert believes one of the best parts of his chosen profession is the trusting personal relationships he develops with his clients by working with them for many years. Robert graduated from Hofstra University in 1992, completed the Oglethorpe University Financial Planning program in 1999 and has served his clients as a CERTIFIED FINANCIAL PLANNER™ professional since 2002. He is a Registered Representative with Cetera Financial Specialists LLC and an Investment Adviser Representative with Cetera Investment Advisers LLC.
Questions and Topics in the Interview:
- About Odyssey
- His membership and sponsorship of the Golf and Tennis Tournament
- Organizations that benefit from the proceeds
- Reasons to join Roswell Rotary
North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.
Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.
Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.
