For over 30 years, Gustavo Masri has provided his clients the comfort of having a well-established financial plan that meets their specific goals and objectives.
Focusing on asset allocation, financial planning and specifically diversification, he offers a personal, yet professional experience.
His clients include high net worth business owners, corporate executives, retirees and individuals who reside in the United States as well as abroad.
Constant communication with his clients is his most important focus.
Gustavo’s interest is having clients who are looking for long-term relationships. “I always say that long term relationships are driven by trust,” Gustavo says. He understands that every client deserves a dependable and honest experience.
Prior to joining Alden Investment Group, Gustavo was a First-Vice president at Wells Fargo Advisors and Merrill Lynch where he began his career.
Gustavo is a graduate of Drexel University where he earned a B.S in finance and Marketing with a minor in international business. Born in Buenos Aires, Argentina he moved to the United States in 1983. In Argentina he attended the well-known Jewish high school Escuela Tecnica ORT. He is fluent in English, Spanish, Portuguese and some Hebrew.
Today, he and his wife live in Jenkintown, PA and have two children, Joshua and Sofia. Gustavo is a passionate indoor and outdoor rock climber.
