Anthony L Mastro, CFP®, CLU®

Wealth Management Advisor

Professional

Anthony is a graduate of John Carroll University with a Bachelor of Science degree in Finance.  Following college, Anthony worked as a financial analyst with PNC Bank. He joined Northwestern Mutual in 2002 as a Financial Representative and started building a financial security practice. 

Anthony is a credentialed Wealth Management Advisor, having obtained both his Chartered Life Underwriter (CLU®) designation as well as his CERTIFIED FINANCIAL PLANNER™ certification.  His work with owners of closely-held corporations involves business succession strategies, key-person protection and compensation packages, non-qualified executive benefit planning as well as qualified-retirement plan advisory services. 

Anthony also helps individuals and families that desire a comprehensive financial planning relationship.  He can engage with clients in either a fee-based, fiduciary capacity or as more of a tactical advisor; whichever is more appropriate.  Education planning strategies, retirement distribution strategies, life and disability income insurance are some personal financial planning areas of expertise.

Anthony serves as the Government Relations Delegate for Northwestern Mutual-Pittsburgh.  In this capacity, he meets regularly with elected officials regarding tax and policy issues relevant to the financial planning industry.  He is a past-president of the Pittsburgh chapter of the National Association of Insurance and Financial Advisors (NAIFA) and a member of the Financial Planning Association (FPA).  In addition, Anthony, his wife Sharon, and their 3 children reside in Upper St. Clair, PA.  They are actively involved with Girls Hope of Pittsburgh and the United Way.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck