David Mastroianni is a partner and wealth advisor with RWA Wealth Partners. He works with clients to develop a cohesive strategy to help meet their most complex financial needs and goals. David is passionate about financial planning and fostering strong, personal relationships. David collaborates closely with experts within the firm and is dedicated to providing clients the highest level of service and an exceptional experience.
Prior to joining RWA Wealth Partners in 2014, David gained valuable knowledge in previous positions as a registered representative with John Hancock Financial Network, as an investment consultant at FactSet Research Systems, and as a financial associate with LPL Financial.
David graduated from Babson College and earned a B.S. in business management, concentrating in finance. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Accredited Wealth Management Advisor™ designation. David is an active board member of the NexGen committee of the New England chapter of the Financial Planning Association. He has also served as a guest lecturer at various colleges and universities. In 2023, David was recognized as a Five Star Wealth Manager by Boston magazine.*
In his spare time, David enjoys traveling, cooking, admiring vintage cars and cheering on his favorite Boston sports teams. He resides in the Charlestown neighborhood of Boston with his wife and their dalmatian, Santino.
*The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor’s future performance of investment success. For more information on this award, please refer to the Awards and Recognitions page on this website.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.