Allison Masoero, CFP®

Wealth Advisor

I love seeing our clients achieve the important life milestones we’ve helped them plan and prepare for.”  

Allison’s Role at Marshall Financial

Allison joined Marshall right out of college, with a degree from one of the first financial planning programs in the country. She found this field a natural draw because it taps into her keen interest in human psychology, a knack for numbers, and a fascination with learning about people. “When I meet a new client, I focus on building the relationship first; then I get into the details of planning,” she says.

As a Wealth Advisor, Allison spends as much time listening to each client’s aspirations as she does helping develop plans that can turn those ideas into reality. She especially enjoys working with young adults through our Wealth Coach program.

No matter where Allison’s clients are in their life journey, she creates a warm, comfortable environment that reflects the Marshall Financial culture in action: placing clients at the center of everything we do.  

Get to Know Allison

Allison is a strong promoter for financial planning as a career, mentoring students in Temple University’s program and speaking at area colleges. She’s also an advocate for professional development—taking time to attend conferences, keeping in touch with her peer network, and staying current on industry trends that might impact clients.

When Allison goes out for a run in her spare time, it’s not likely to be a casual jog: She’s a former Division 1 track athlete whose top events were the 400- and 800-meter runs. She also enjoys hiking, biking, and skiing, and is a self-described “Philly sports nut” who’s especially fond of the Eagles.   

Experience

With Marshall Financial since 2016

In financial services since 2016

Affiliations – Past & Present

  • Financial Planning Association (Philadelphia Area Chapter)
  • Director of Education / Programs, NexGen Community of Financial Planning Association (Philadelphia Area Chapter)
  • National Association of Personal Financial Advisors – Fee Only Advisors

Education

BS, Virginia Tech University

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