
Team Member Spotlight: Allison Masoero, CFP®
This quarter we’re spotlighting Allison Masoero, CFP®, a Wealth Advisor at Marshall Financial. She has
Education
In Financial Services since: 2015
With Marshall since: 2015
Past and present affiliations:
Get to know:
Allison is especially interested in helping women who may have been daunted, overwhelmed, or even bored by numbers and finances to instead enjoy the planning process and feel empowered and engaged. “It’s too important—and too much fun, when it’s done right,” she says. “I want everyone—women included—to feel comfortable with their financial lives.”
She loves the relationship building with clients, and developing the trust that’s needed to help people achieve their life goals. Her big thrill is watching a plan come together to support a client’s dream. “Someone comes in who has worked hard their whole life, but who is still worried about how it’s all going to come out. We listen, we ask, we do everything we can to really understand their life goals, and what they’re willing to do to achieve them. Then we take all the pieces—the income, the taxes, the retirement plans—and we can show them how to make that vision happen.
“There is nothing like seeing their reactions—their happiness—when they realize it’s all possible.”
Although Allison grew up in South Jersey, she is a Philly sports fan and currently lives in the City of Brotherly Love. She also enjoys running, traveling with her family, and spending time at the lake.
This quarter we’re spotlighting Allison Masoero, CFP®, a Wealth Advisor at Marshall Financial. She has
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Adam Reinert CFA, CFP®
Chief Investment Officer & COO
Allison Masoero CFP®
Wealth Advisor
Daniel Cairns CFP®, CPA, CMA
Chief Financial Officer & Chief Compliance Officer
David Emery, CPF®, CDFA®
Senior Wealth Advisor
Donald Scholz CFP®, MBA
Senior Wealth Advisor & CIO Emeritus
Jim McGowan CFP®
Senior Wealth Advisor
Nicholas Pileggi CFP®
Wealth Advisor
Paula Nangle CFP®
President & Senior Wealth Advisor
Russ Weiss CFP®
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Christine English FPQP™
Chief Administrative Officer & Client Care Specialist
Dee Erenius FPQP™
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Devon Radkins FPQP™
Marketing Coordinator & Client Care Specialist
Dina Mele FPQP™
Client Care Specialist
Julie Picariello FPQP™
Client Care Specialist & Company Ambassador
Adam Reinert CFA, CFP®
Chief Investment Officer & COO