Cfp® Dana Mascalo Rlp®, Aams®, Cp® (k)

Dana Mascalo, CFP®, RLP®, AAMS®, C(k)P®, serves as the Managing Partner at TrinityPoint Wealth since May 2018, providing comprehensive financial advisement to high net worth clients, focusing on investment portfolios, retirement planning, and multi-generational wealth transfer. Previously, Dana was a Senior Wealth Advisor at Beirne Wealth Consulting from March 2013 to May 2018, where responsibilities included managing wealth planning and asset management for individuals. Dana's career began as a Financial Advisor at Wells Fargo Advisors, following a role as a Financial Consultant at A.G. Edwards, and earlier experience in residential real estate consulting at Symphony Properties. Dana holds a B.S. in Finance and Insurance from Northeastern University.