About Us
We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to help create a strategy that works for you.
Michael Masciorini
- CRC
- Managing Director - Investments
- Senior PIM Portfolio Manager
I have been interested in the stock market ever since my early teens. I used to spend hours looking through my Father’s Value Line Research material for possible hidden opportunities. Growing up, I would use my hard earned savings from doing yard work for neighbors to invest in companies alongside my Father and liked the satisfaction that came when a good pick became profitable.
In 1983, I graduated with a Business Degree from Cal Poly, San Luis Obispo. After college, I worked four years for a large Industrial company. After much thought, I decided to make a major career change and have been a Financial Advisor ever since. I still look forward to coming into work each day, managing clients’ assets, and acting as a Fiduciary in developing portfolios that are in my clients’ best interests.
The majority of my clients are retired or are approaching retirement. Along with providing ongoing investment planning advice, I have developed some balanced investment strategies that incorporate potential rising dividend stocks as well as individual fixed income securities. The goal is to have a reliable income stream once that regular paycheck no longer arrives. I take my responsibility very serious and realize my clients do not have a lifetime to earn it all over again.
Outside of the office, my weekends are consumed with Golf, Tennis, and morning walks with my Wife, Connie. I currently live in Dana Point, but I enjoy spending time out in La Quinta where often times my three sons and their wives will join us for weekends full of relaxing and enjoying the outdoors. Fun fact, I have never had a golf lesson and I have the scorecards to prove it.
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In 1983, I graduated with a Business Degree from Cal Poly, San Luis Obispo. After college, I worked four years for a large Industrial company. After much thought, I decided to make a major career change and have been a Financial Advisor ever since. I still look forward to coming into work each day, managing clients’ assets, and acting as a Fiduciary in developing portfolios that are in my clients’ best interests.
The majority of my clients are retired or are approaching retirement. Along with providing ongoing investment planning advice, I have developed some balanced investment strategies that incorporate potential rising dividend stocks as well as individual fixed income securities. The goal is to have a reliable income stream once that regular paycheck no longer arrives. I take my responsibility very serious and realize my clients do not have a lifetime to earn it all over again.
Outside of the office, my weekends are consumed with Golf, Tennis, and morning walks with my Wife, Connie. I currently live in Dana Point, but I enjoy spending time out in La Quinta where often times my three sons and their wives will join us for weekends full of relaxing and enjoying the outdoors. Fun fact, I have never had a golf lesson and I have the scorecards to prove it.
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CA Insurance License Number: 0A58085. Resident State CA
Contact
Jordan Masciorini
- CRC
- Financial Advisor
I have had an interest in the financial markets for as long as I can remember. As a kid, I used to check the stock prices of my favorite technology stocks throughout the day.
As my career has progressed, in addition to portfolio management, I’ve focused more of my time in the field of retirement planning. I have found it interesting that it seems that regardless of the amount of money earned during a career, those that have developed and implemented a financial plan around their retirement goals tend to live a more fulfilling retirement.
As the Masciorini Financial Consulting Group of Wells Fargo Advisors, my Father and I offer a wide array of financial services to address your needs. We are both Certified Retirement Counselors ® which is a credible certification that meets highly rigorous independent accreditation standards.
Whether you’re working on accumulating a retirement nest egg or need help creating a retirement income plan that lasts a lifetime, we will help you navigate through an array of complex choices.
On a personal note, on the weekends you can find me on the golf course or in the ocean. I am also an avid sports fan with my favorite teams being the Angels, Arizona State football and basketball, as well as the Miami Dolphins. I am married to my wife, Amber, and have a son, Palmer, who was born in February of 2020.
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As my career has progressed, in addition to portfolio management, I’ve focused more of my time in the field of retirement planning. I have found it interesting that it seems that regardless of the amount of money earned during a career, those that have developed and implemented a financial plan around their retirement goals tend to live a more fulfilling retirement.
As the Masciorini Financial Consulting Group of Wells Fargo Advisors, my Father and I offer a wide array of financial services to address your needs. We are both Certified Retirement Counselors ® which is a credible certification that meets highly rigorous independent accreditation standards.
Whether you’re working on accumulating a retirement nest egg or need help creating a retirement income plan that lasts a lifetime, we will help you navigate through an array of complex choices.
On a personal note, on the weekends you can find me on the golf course or in the ocean. I am also an avid sports fan with my favorite teams being the Angels, Arizona State football and basketball, as well as the Miami Dolphins. I am married to my wife, Amber, and have a son, Palmer, who was born in February of 2020.
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