About Us
GET TO KNOW
Patrick Massaro
President and Founder
With nearly 20 years of experience in the financial services industry, Patrick Massaro has built a reputation for guiding his clients through some of the most challenging economic times, including the tumultuous 2008 mortgage crisis. His extensive expertise has earned him recognition as a multiple-time member of the prestigious Million Dollar Roundtable, where he is celebrated for his commitment to excellence and ethical practice. Patrick specializes in safety and protection strategies, ensuring that his clients can navigate the complexities of financial planning with confidence.
In addition to his financial acumen, Patrick is an ordained pastor, dedicating his weekends to ministering within his community. His role as a spiritual leader allows him to connect with individuals on a deeper level, providing support and guidance that extends beyond financial matters.
Patrick’s background as a Marine Corps combat veteran further enriches his character and professional approach. Having served honorably in Operation Just Cause and Desert Storm, he brings a unique perspective on discipline, resilience, and leadership to both his financial practice and his ministry.
Family is at the heart of Patrick’s life; he is a devoted husband and father, cherishing time spent with his wife and their two daughters, aged 15 and 4. Whether he’s sharing financial wisdom, leading a congregation, or creating cherished memories with his family, Patrick embodies a commitment to service, integrity, and compassion in all aspects of his life.
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