Ticino Wealth – Your Financial Advisors.

Call Us: (949) 427-8104

Send Mail: michael@ticinowealth.com

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Our Team

Our team is a multi-generational group of experienced professionals dedicated to providing financial and investment guidance. We have established a long-standing commitment to serving retirees and helping them achieve their unique financial goals.

This is Ticino Wealth

Meet Our Team

Our expertise helps you build the secure and fulfilling retirement you’ve earned

Michael Masciorini

Managing Director

Jordan Masciorini

Senior Wealth Advisor

Ivanna Berrio

Operations Manager

Stephanie Djuran

Client Associate

Lets Build Your Future

Ready to Shape Your Future? Let’s Work Together to Create a Customized Plan for a Secure and Comfortable Tomorrow.

Contact Us
Contact Us
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Contact Us!

27201 Puerta Real, Suite #410, Mission Viejo, CA 92691

Call Us: (949) 427-8104

Mail: michael@ticinowealth.com

Mon – Fri: 7.00am – 16.00pm

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Ivanna Berrio

Operations Manager

Chief Compliance Officer

Phone Number: (949) 427-8108

Email Address: ivanna@ticinowealth.com

Biography

With over a decade of experience in the financial industry, I bring a technical, detail-oriented approach to operations, client service, and investment support. As Operations Manager at Ticino Wealth, I oversee a range of responsibilities from client communications and compliance oversight to office management and strategic operations, all with a focus on delivering a seamless client experience.

My academic background includes a Bachelor of Science in Finance and a Master of Science in Computer Software Engineering, which allows me to combine data-driven insights with practical solutions. I actively engage with the markets, following economic trends, and use this knowledge to support portfolio updates, account reviews, and investment strategy.

I began my career with Wells Fargo Bank in 2012, later joining Wells Fargo Advisors in 2017, where I supported wealth management teams and secured my FINRA Series 7 and 66 licenses, along with my California Insurance License. While I previously held the Series 7, I currently maintain an active Series 66 license, along with my insurance license, and continue to build upon this experience in my current role as Chief Compliance Office (CCO).

During my spare time, I stay mentally and physically active through running and Pilates, playing the piano, creating art projects, and preparing for the Chartered Financial Analyst (CFA) designation. I enjoy spending time with my dog and traveling the world. I am also fluent in Russian and Spanish.

Education

  • Bachelor of Business Administration – BBA, Finance, General at University of California, Riverside
  • Master’s Degree, Computer Software Engineering at California State University, Fullerton

Languages

  • English
  • Russian
  • Spanish
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Jordan Masciorini

Senior Wealth Advisor

Phone Number: (949) 427-8107

Email Address: jordan@ticinowealth.com

Biography

I’ve had an interest in financial markets for as long as I can remember. Today, that interest has evolved into a deep commitment to helping clients manage their wealth thoughtfully and responsibly. I take great pride in the investment management side of the business and have also come to truly value the planning conversations that help individuals and couples prepare for retirement.

Retirement is a major transition, both financially and emotionally. I enjoy helping clients define what retirement means to them, then building a plan that brings structure and confidence to that vision. I find that those who take the time to plan tend to experience a more rewarding retirement, regardless of income level.

At Ticino Wealth, my father and I offer comprehensive financial services tailored to each client’s goals. We are both Certified Retirement Counselors®, a designation that reflects our focus on high standards and specialized retirement planning expertise.

Outside of work, I’m a husband to my wife Amber and a proud dad to our two children, Palmer and Adrianna. I find a lot of joy in teaching Palmer the fundamentals of golf and baseball—two sports that have been a big part of my life. I’m also a loyal (and very patient) fan of the Angels, Dolphins, and ASU football.

Education

  • Bachelor of Arts, Business at Arizona State University
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Michael Masciorini

Managing Director

Phone Number: (949) 427-8104

Email Address: michael@ticinowealth.com

Biography

I have been interested in the stock market ever since my early teens. I used to spend hours looking through my Father’s Value Line Research material for possible hidden opportunities. Growing up, I would use my hard earned savings from doing yard work for neighbors to invest in companies alongside my Father and liked the satisfaction that came when a good pick became profitable.

In 1983, I graduated with a Business Degree from Cal Poly, San Luis Obispo. After college, I worked four years for a large Industrial company. After much thought, I decided to make a major career change and have been a Financial Advisor ever since. I still look forward to coming into work each day, managing clients’ assets, and developing portfolios that are in my clients’ best interests.

The majority of my clients are retired or are approaching retirement. Along with providing investment planning advice, I have developed some balanced investment strategies. The goal is to have a reliable income stream once that regular paycheck no longer arrives. I take my responsibility very serious and realize my clients do not have a lifetime to earn it all over again.

Outside of the office, my weekends are consumed with Golf, Tennis, and morning walks with my Wife, Connie. I currently live in Dana Point, but I enjoy spending time out in La Quinta where often times my three sons and their wives will join us for weekends full of relaxing and enjoying the outdoors. Fun fact, I have never had a golf lesson and I have the scorecards to prove it.

Education

  • Bachelor of Science, Business Administration at Cal Polytechnic State University – San Luis Obispo
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Stephanie Djuran

Client Associate

Phone Number: (949) 427-8104

Email Address: stephanie@ticinowealth.com

Biography

I’ve always had an interest in the intersection of finance and human connection, which led me to pursue a double major in Finance and Economics at California State University, Fullerton, where I graduated in 2025. Prior to joining the team, I worked as a Financial Analyst at a space technology startup, where I developed a strong foundation in financial operations and analysis.

At Ticino Wealth, I assist with a wide range of administrative and client service responsibilities—including opening new accounts, supporting the team in day-to-day operations, and maintaining seamless communication with our clients. I take pride in ensuring a high level of service and organization to help our clients feel supported and informed.

Outside of the office, I enjoy spending time with my family and dog, exploring new places, and traveling whenever I can. I am currently studying for the Series 65 license and am fluent in Serbian, Croatian, and French.

Education

  • Bachelor of Science in Global Economics & Bachelor of Arts in Business Finance, Economics at California State University, Fullerton

Languages

  • English
  • Serbian
  • Croatian
  • French