David Mastroianni | Boston, MA Financial Advisor | Adviser Investments

David Mastroianni

Wealth Adviser

David joined Adviser Investments in 2014. As an account executive, 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 Investments, 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 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. He is a board member of the NexGen committee of the Massachusetts chapter of the Financial Planning Association. David lives in the Charlestown neighborhood of Boston with his Dalmatian, Santino.

View More

For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.

Financial Planning

Estate Planning

Investment Management

401(k) Advisory

Tax Services

Retirement Planning

A Wealth Team
Centered Around You

Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.