RLP Dana Mascalo

Dana R. Mascalo is a Partner and Senior Wealth Advisor at Coastal Bridge Advisors, based in Farmington, Connecticut. In this role, she specializes in creative and holistic financial life planning, offering strategic guidance to high-net-worth individuals and families on wealth management, estate planning, and retirement solutions. Her expertise extends to advising across a broad range of asset classes, including equities, fixed income, and alternative investments, as well as qualified retirement plan strategies and insurance solutions.

Prior to joining Coastal Bridge Advisors in January 2025, Dana served as Managing Partner at TrinityPoint Wealth from 2018 to 2025, where she provided comprehensive wealth management services and led a team focused on personalized client solutions. She previously held a senior advisory role at Beirne Wealth Consulting, gaining substantial experience in multi-generational financial planning and investment consulting for affluent clientele.

Dana holds a B.S. in Finance and Insurance from Northeastern University and has earned multiple advanced certifications, including CFP®, RLP®, AAMS®, and C(k)P®. She is recognized for her leadership and dedication to integrating holistic planning concepts, making significant contributions to advancing client-focused wealth management practices in the investment advisory sector.