Ticino Wealth – Your Financial Advisors.

Call Us: (949) 427-8104

Send Mail: michael@ticinowealth.com

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Our Team

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We Bring the Value of Professionalism

We are Always Dedicated to our Work
Are Leading Consultants that you can Trust
Say No to Laziness
We are One Big Family

Together, we achieve remarkable results that transcend the boundaries of what is currently achievable and unlock the true potential of our clients’ visions.We approach every client relationship with a unique and invigorating perspective, with an energy that constantly inspires action. Our commitment to teamwork, trust and an open attitude.

Become Part Of Our Team
our leadership member

Meet Our Team of Experts

Our core principle was to invest in people, communities, and the success of our clients

Charlotte Sophia

Human Resources Manager

Juhani Pallasmaa

CEO Herrington Consulting Company

Megan Oustin

Senior Consulting Developer

Tnex Van

Senior Web Developer

Julian Boone

Chief Executive Officer

Dora Schwartz

Capabilities Leader
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Consulting Services

Marketing

IT Solutions Services

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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Charlotte Sophia

Human Resources Manager

Phone Number: (234) 109-6666 

Email Address: Herringtonconsulting@gmail.com

Biography

As a pillar to CID Consulting, Mr. Fahmy brings significant perspective and talent in institution building, communication and human resource development with the Private sector. Mr. Fahmy is the current CEO of the American Chamber of Commerce in Egypt (AMCHAM).

business association of the region. Mr. Fahmy served as Deputy Director of the Egyptian Center for Economic Studies and serves on the board of a variety of private enterprises. He is duly recognized for his prominent contribution to important advances in Egypt’s business environment.

Achievement

Aclimandos joined the American Chamber of Commerce in Egypt in 1983. He was elected to the board of governors in 1987 and re-elected in 1988 and 2007. Donor Programs committees, and as vice president, membership from 2001 to 2005. Aclimandos was elected President of AmCham Egypt in 2013 and served for two consecutive terms till 2017.

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Juhani Pallasmaa

Juhani Pallasmaa

Phone Number: (234) 109-6666 

Email Address: Herringtonconsulting@gmail.com

Biography

As a pillar to CID Consulting, Mr. Fahmy brings significant perspective and talent in institution building, communication and human resource development with the Private sector. Mr. Fahmy is the current CEO of the American Chamber of Commerce in Egypt (AMCHAM).

business association of the region. Mr. Fahmy served as Deputy Director of the Egyptian Center for Economic Studies and serves on the board of a variety of private enterprises. He is duly recognized for his prominent contribution to important advances in Egypt’s business environment.

Achievement

Aclimandos joined the American Chamber of Commerce in Egypt in 1983. He was elected to the board of governors in 1987 and re-elected in 1988 and 2007. Donor Programs committees, and as vice president, membership from 2001 to 2005. Aclimandos was elected President of AmCham Egypt in 2013 and served for two consecutive terms till 2017.

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Dora Schwartz

Capabilities Leader

Phone Number: (234) 109-6666 

Email Address: Herringtonconsulting@gmail.com

Biography

As a pillar to CID Consulting, Mr. Fahmy brings significant perspective and talent in institution building, communication and human resource development with the Private sector. Mr. Fahmy is the current CEO of the American Chamber of Commerce in Egypt (AMCHAM).

business association of the region. Mr. Fahmy served as Deputy Director of the Egyptian Center for Economic Studies and serves on the board of a variety of private enterprises. He is duly recognized for his prominent contribution to important advances in Egypt’s business environment.

Achievement

Aclimandos joined the American Chamber of Commerce in Egypt in 1983. He was elected to the board of governors in 1987 and re-elected in 1988 and 2007. Donor Programs committees, and as vice president, membership from 2001 to 2005. Aclimandos was elected President of AmCham Egypt in 2013 and served for two consecutive terms till 2017.

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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 Science in Business Administration, Finance, at University of California, Riverside
  • Master of Science in Software Engineering at California State University, Fullerton

Languages

  • 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