David Mastroianni is a partner and wealth advisor. He is responsible for managing clients’ financial situations and planning needs, as well as routinely reviewing portfolios to ensure optimal performance. Before joining RWA Wealth Partners in 2014, David worked as a registered representative within the John Hancock Financial Network and as an investment consultant for FacSet Research Systems. Most recently, he served as an associate for LPL Financial in Boston.
David graduated from Babson College in 2010 with a B.S. in business management, concentrating in finance. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2016 and obtained the Accredited Wealth Management Advisor™ in 2023. David is an active board member of the NextGen 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.
David resides in the Charlestown neighborhood of Boston with his fiancée and their Dalmatian, Santino. In his spare time, he enjoys traveling, cooking, admiring vintage cars and cheering on his favorite Boston sports teams.
*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.
