Bristol Resident since 1984.
Years of Professional Experience - Serving clients in CT and surrounding states since 1986.
Mario and his family live in Bristol, CT. He is a current member of both the Bristol Rotary Club and Bristol UNICO. He is also a current National Officer with UNICO as a National Trustee. He was a past board of director for the Bristol Chamber of Commerce as well as the Wheeler YMCA. He has been married to his wife Andrea since 1982 and has two grown children. Mario is a golfer and enjoys traveling and spending time with family and friends.
Mario works with business owners, company executives and individuals who seek advice in Wealth Management and Business Succession strategies. He specializes in assessing a client’s financial situation and objectives and guiding the client toward building a plan to meet those goals. Our ultimate goal working together is to be able to provide you the dignity and independence throughout your life time
He has helped business owners in establishing company retirement plans as well as healthcare plans for the benefit of family members and employees. Mario is very familiar with company executive benefit plans such as deferred compensation and various pension plans.
Mario is also affiliated with CV Mason Insurance Agency. CV Mason is well established agency that has been serving Bristol and the surrounding communities for over 100 years. Whatever insurance lines Mario does not offer is where CV Mason shines.