About Us
Our story began with a passion for helping people achieve financial security. Built on trust and personalized service, we guide individuals and families toward a confident and fulfilling future.
About Us
Ticino Wealth helps individuals and families navigate the transition from work to retirement with confidence and clarity. Specializing in financial planning and wealth management for those already retired or nearing retirement, we provide personalized guidance through every stage of retirement.
Our name comes from the Ticino region—the Italian-speaking southernmost canton of Switzerland—and reflects the Masciorini family’s heritage. With ancestral roots in the picturesque village of Lavertezzo, we value tradition, purpose, and lasting relationships. The most rewarding part of our work is helping clients live their best life in retirement—financially secure, personally fulfilled, and ready for what’s next.
“
“
In 2018, his son, Jordan Masciorini, who is the middle child of three boys, joined Michael to form a team. Jordan always had a strong interest in the business and was able to leverage his skills from the early part of his career into the practice.
Ivanna Berrio joined the team in 2020, bringing with her over a decade of experience in the financial services industry.. As [title], Ivanna plays a critical role in supporting our client operations, streamlining processes, and fostering strong client relationships through her exceptional attention to detail and dedication to service.
The current state of the business predominantly consists of those that are either living in, or preparing for retirement. Ticino Wealth works with clients at every stage of retirement, from those who have been retired for more than three decades to those just a few years away, and everyone in between.
In 1988, Michael Masciorini, made the decision to change his career and follow his childhood dream of becoming a Financial Advisor.
A few years later, he decided to specialize in helping those that were transitioning into retirement. At the time, there was really no one that specialized in working with retirees, marking Michael as one of the original advisors in Southern California focusing on this expertise.
Smith Barney shortly thereafter gave Michael and his group the name, “The Retirement Planning Group of Smith Barney”. They held seminars all throughout Southern California. At the time it was much more difficult to run retirement plans, which was a manual process that would have him crunching calculations late into the night.
Tatiana Paeva
Lets Build Your Future
Ready to Shape Your Future? Let’s Work Together to Create a Customized Plan for a Secure and Comfortable Tomorrow.
