Guest Profile

Dana Mascalo

Dana Mascalo is a Managing Partner and Wealth Advisor with TrinityPoint Wealth in Milford, Connecticut.   Dana has a passion for creative, holistic financial life planning and strives to have a meaningful impact on her clients’ lives.  She has been helping clients with their investments and financial planning needs for over 17 years and works with individuals, families, business owners and executives all over the US.

Dana has a B.S. in Finance and Insurance and has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and her approach truly has a holistic spin, supported by her work in pursuing the Registered Life Planner (RLP®) designation.  Dana has also received the Accredited Asset Management Specialist® and the CERTIFIED 401(k) PROFESSIONAL designations. She is also passionate about health and wellness, is certified in Reiki levels I and II.