Andrew Mastro, CFA, CFP, CAIA
Founder & Financial Planner
Hi, I’m Andrew! Wrought Financial Planning was founded because you should have the option to work with a fee-only advisor, free from the conflicts of interest of old Wall Street. By implementing, the Wrought Roadmap, my proprietary financial planning process, I help my clients reduce taxes, invest, and make smart financial decisions so you feel confident in the choices you are making today and the plans you make for the future. I love what I do.
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The Professional Version
- Certified Financial Planner (CFP®)
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst
- CFA Society of Philadelphia
- Chamber of Commerce of Southern New Jersey
- Philadelphia Chapter of the CAIA Association
The Real Version
Why Financial Planning?
I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, and commercial real estate) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Financial Planning.
The Real Real Version
What is Andrew like outside of work?
I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. I enjoy traveling and sharing new experiences with my girls and coaching their sports teams. Giving back to my community is important to me so I am a member of the Rotary Club of Haddonfield where we support many local, regional, and even some international projects. With whatever free time is left to me I love to read, work on home improvement projects, jog with my dog, cycle, ski, and squeeze in the increasingly rare round of golf.
Lisa Carr
Client Associate
Hi, I’m Lisa! I joined Wrought Financial Planning in 2023. Since then, I’ve been assisting Andrew in providing ongoing service and support to our clients. I enjoy the variety of challenges I encounter each day as I learn about new strategies and help ensure client satisfaction.
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The Real Version
Why Financial Planning?
As a recent empty nester, with my two oldest children thriving in college and my youngest heading in that direction next year, I was excited to start a new chapter in my life. I have found it both challenging and rewarding to support Andrew in various capacities, from handling intricate financial tasks to overseeing daily operations. My diverse professional background includes marketing roles in professional services, insurance, high-tech, and the medical industry. I look forward to leveraging this broad perspective to meet the needs of our clients.
The Real Real Version
What is Lisa like outside of work?
Born and raised in Connecticut, I relocated to the Delaware Valley for college. After graduating from Villanova University, I worked in the Philadelphia/Bucks County area for several years before crossing the bridge and settling in South Jersey. For the past 20 years, I’ve lived in Haddonfield, NJ, with my husband, three children, and a very large dog named Duke. Beyond my work at Wrought, I enjoy taking on freelance graphic design projects, creating logos, posters, cards, and more for my friends, family, and colleagues. Our family stays busy with athletic and community events, and in my free time, I enjoy exploring our beautiful hometown, hiking, cooking, and traveling.
