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.
_________________________________________
CA Insurance License Number: 0A58085. Resident State CA
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.
_________________________________________
CA Insurance License Number: 0A58085. Resident State CA
CAR 1220-01546
Contact
Education
- Bachelor of Science, Business Administration at Cal Polytechnic State University - San Luis Obispo
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.
_________________________________________
CA Insurance License Number: 0M85750. Resident State CA
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.
_________________________________________
CA Insurance License Number: 0M85750. Resident State CA
CAR 1220-01546
Contact
Education
- Bachelor of Arts, Business at Arizona State University
Ivanna Berrio
- Registered Client Associate
The technical and versatile components of the financial industry gravitated me towards this career path. I received a bachelor of science in finance and a master of science in computer software engineering. My goal was to integrate my passion for finance and technology to better recognize, forecast and interpret our quickly changing world.
I started my career with Wells Fargo Bank in 2012 as a Lead Teller where I developed my passion for finance, customer service, and leadership. I then Joined Wells Fargo Advisors in 2017 and refined my experience with Wealth Management teams in service investment planning and attained the Series 7, Series 66 registrations, and California Insurance license.
With more than 9 years of financial service experience, I handle the day-to-day administration management including; opening new accounts, updating existing accounts, account transfers and client communications. I am dedicated to delivering the customer service our clients deserve and getting to know our clients to build long term successful relationships.
During my spare time, I enjoy staying active both physically and mentally, whether it’s running or exercise, playing the piano, creating video and multi-media content, or studying for the Chartered Financial Analyst (CFA) certification. I especially enjoy spending time with my dog and traveling the world. I am also fluent in Russian and Spanish.
_________________________________________CA Insurance License Number: 4105399. Resident State CA
I started my career with Wells Fargo Bank in 2012 as a Lead Teller where I developed my passion for finance, customer service, and leadership. I then Joined Wells Fargo Advisors in 2017 and refined my experience with Wealth Management teams in service investment planning and attained the Series 7, Series 66 registrations, and California Insurance license.
With more than 9 years of financial service experience, I handle the day-to-day administration management including; opening new accounts, updating existing accounts, account transfers and client communications. I am dedicated to delivering the customer service our clients deserve and getting to know our clients to build long term successful relationships.
During my spare time, I enjoy staying active both physically and mentally, whether it’s running or exercise, playing the piano, creating video and multi-media content, or studying for the Chartered Financial Analyst (CFA) certification. I especially enjoy spending time with my dog and traveling the world. I am also fluent in Russian and Spanish.
_________________________________________
CA Insurance License Number: 4105399. Resident State CA
CAR 0321-03279
Contact
Education
- Bachelor of Business Administration - BBA, Finance, General at University of California, Riverside
- Master's Degree, Computer Software Engineering at California State University, Fullerton
Language
- English
- Russian
- Spanish