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Andrew Mastro
Crafting your financial freedom so you can live your best life
Professional Background
Andrew Mastro, CFA, CFP®, CAIA, is a highly regarded financial advisor who has established himself as a key player in the wealth management industry. In 2021, he took a significant step in his career by launching Wrought Advisors, an independent wealth management firm based in Haddon Township, New Jersey. With a clear focus on providing comprehensive financial planning, investment, and tax services, Wrought Advisors is dedicated to serving Generation X and Y professionals who are often overlooked by traditional financial institutions. Andrew's vision for Wrought Advisors is rooted in his commitment to being a fiduciary and providing fee-only financial advice, which ensures that clients receive unbiased guidance tailored to their unique financial situations.
Having previously worked for prominent organizations such as Merrill Lynch Wealth Management and FS Investments, Andrew brings a wealth of experience in the financial sector. He began his advisory career at Merrill Lynch, where he helped individual clients and families navigate their financial goals before progressing to leadership roles within the company. Notably, he served as Vice President and Alternative Investment Specialist, where he honed his skills in investment strategy and client relations.
Andrew's dedication to professional development is evident in the prestigious designations he has earned. He was awarded the Chartered Financial Analyst (CFA) designation in 2011, one of the most respected credentials in the investment community. Additionally, he received the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2021, validating his expertise in comprehensive financial planning. His commitment to alternative investments was recognized when he earned the Chartered Alternative Investment Analyst (CAIA) designation in 2008, equipping him to cater to a diverse clientele and utilize innovative investment strategies.
Education and Achievements
Andrew Mastro studied at The College of New Jersey, where he graduated Cum Laude with a Bachelor of Science in Finance. His academic background set a powerful foundation for his future career in finance, equipping him with the knowledge necessary for understanding complex financial concepts and investment strategies.
Throughout his career, Andrew has made significant contributions to the financial planning landscape. By founding Wrought Advisors, he aims to bridge the gap in service for Generation X and Y clients who often find themselves underserved or overcharged by more traditional financial service providers. Andrew's passion for helping his clients achieve financial freedom remains a driving force behind his firm's mission.
At Wrought Advisors, Andrew and his team provide a wide range of services, including personalized financial planning, investment management, and tax strategies. His comprehensive approach empowers clients with the tools and knowledge needed to make informed financial decisions.
Achievements
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Founder of Wrought Advisors: Since September 2021, Andrew's firm has been providing tailored financial solutions that focus on the unique needs of Generation X and Y clients, embodying his ethos of crafting financial freedom for individuals looking to manage their financial lives.
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Establishment of a Fiduciary Standard: As a fee-only and fiduciary financial advisor, Andrew is ensuring transparency and the prioritization of clients' interests in every financial decision.
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Professional Designations: Andrew's impressive credentials include the CFA, CFP®, and CAIA designations, marking him as a leader in the field of financial advisory. His academic and professional journey speaks to his commitment to ongoing education and excellence in financial services.
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Community Focus: By starting his own firm, Andrew has positioned himself not just as a financial advisor, but as an advocate for the financial well-being of his clients. Wrought Advisors is dedicated to making a positive impact on the lives of its clients and helping them navigate the complexities of their financial futures.
Andrew Mastro's blend of experience, education, and passionate commitment to client service makes him an inspiring figure in financial advisory. With Wrought Advisors, he continues to influence how the next generation approaches financial planning and wealth management.