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 create a strategy that works for you.
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 models and 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. _________________________________________
CA Insurance License Number: 0A58085. Resident State CA
What do you want to be when you grow up? This is a question that many of us were asked when we were children from our Teachers in school. Of course you heard the normal responses: an Astronaut, a Baseball Player, or the President. However, for me, I wanted to be just like Dad, a Financial Advisor.
In those early years, I think the green and red stock ticker flashing next to well-known company names peaked my interest, but in the later years it became the idea of being able to help others achieve their financial goals.
After graduating from Arizona State University, my inherent knack for technology led me to start my career in enterprise software sales. Ultimately, I wanted to hone in on my technological skills as I knew that this would lead me to be a more effective Financial Advisor. We are in a new age of financial advising and I believe these tools give us the opportunity to better serve our clients.
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. Whether it is putting together a strategy to re-create an income stream in retirement, or putting together a comprehensive investment plan to meet current objectives, we will help navigate you through an array of complex choices. _________________________________________
CA Insurance License Number: 0M85750. Resident State CA
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