David Mastroianni | Boston, MA Financial Advisor | Adviser Investments
David Mastroianni
Wealth Advisor
617.321.2200 Schedule a Meeting

David Mastroianni

Wealth Advisor

Background Experience

David joined Adviser in 2014. As a wealth advisor, he is responsible for keeping up with changes in clients’ financial situations or planning needs and reviewing client portfolios on a routine basis. Prior to joining Adviser, David worked as a registered representative within the John Hancock Financial Network and as an investment consultant for FactSet Research Systems. Most recently, he was an associate for LPL Financial advisor in Boston. He graduated from Babson College in 2010 with a B.S. in business management with a concentration in finance. David has been a CERTIFIED FINANCIAL PLANNER professional since 2016 and obtained the Accredited Wealth Management AdvisorTM designation in 2023. He is a board member of the NexGen committee of the New England chapter of the Financial Planning Association. In 2023, he was recognized as a Five Star Wealth Manager by Boston magazine. David lives in the Charlestown neighborhood of Boston with his Dalmatian, Santino. In his spare time, he enjoys traveling, cooking, admiring vintage cars and cheering on his favorite Boston sports teams.


Five Star Wealth Manager (2023)



The Best Financial Advice I Ever Received

Make it a habit to pay yourself first and save your money before you spend it. There’s a reason why Einstein said compound interest was the 8th wonder of the world!

Call: 617-321-2200

85 Wells Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Cash Flow Planning
Health Care and Medicare Planning
Pension Analysis
Social Security Optimization
Insurance Needs Analysis
Employee Benefits Maximization

David's Latest Insights

For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.