Since 2008, we have helped create programs and financial plans to meet long-term financial goals. Have questions about investments, taxes, retirement, financial planning and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying your needs and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend a financial planning process that makes sense to you.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. You can count on unbiased recommendations and impartial financial planning guidance.
Philip Mascherino is an Investment Advisor Representative who graduated in 1999 with a Bachelor of Arts in Economics and two minors in Business Finance and General Business.
In 1999, Philip began his financial career at The Vanguard Group and moved to Wachovia Bank working with Evergreen Investments as a Performance Analyst. Years later he joined Prudential Insurance as a Financial Advisor and his experience there and other financial firms has allowed him to work independently at Mascherino Financial Group and he has been helping clients with financial planning ever since.
Karen Principe is an Investment Advisor Representative who graduated in 1991 with a Bachelor of Science in Education.
In 1994, Karen started her 27 year career at The Vanguard Group in the Retail Client Services division. Throughout her tenure at the company, she held multiple positions in various departments, most recently in IT on an Agile software development team as a Product Test Engineer. She brings her knowledge from Vanguard to the financial planning process at Mascherino Financial Group.