Anthony Massaro CFP®
Anthony Massaro helps individuals, families, business owners, and retirees navigate complex financial decisions through comprehensive financial planning. His goal is to help clients organize their financial lives, understand their options, and make informed decisions that support their long-term goals.
Before joining M Financial, Anthony worked at Vanguard, where he advised clients on a wide range of financial planning topics and served as an instructor for the CFP® Certification Education Program, helping prepare advisors pursuing the CERTIFIED FINANCIAL PLANNER™ designation. His experience as both an advisor and educator reinforced his belief that effective financial planning requires more than managing investments—it requires understanding how every financial decision fits within a client's broader goals and circumstances.
Today, Anthony works with clients across all stages of life, from young professionals navigating student loan repayment and early wealth-building decisions to retirees focused on income planning and legacy considerations. He regularly helps clients coordinate investment management, retirement planning, tax-efficient strategies, insurance planning, trust and estate considerations, charitable giving, and other financial planning decisions that impact their long-term financial well-being.
Anthony is passionate about making complex financial topics more understandable and helping clients feel informed and organized as they move through life's transitions. He believes that financial planning is most effective when it is personalized, proactive, and focused on the goals that matter most to each client.
Anthony is proud to continue the mission his father, Ted Massaro, began more than 40 years ago—providing thoughtful financial guidance and building lasting relationships with the individuals and families M Financial serves.
