Open to opportunities

Anthony Mascherino

@anthonymascherino

Message

I help clients retire confidently through retirement income planning, tax strategy, and tailored financial guidance.

United States

Message

What I'm looking for

I’m looking for an environment where I can lead retirement-income and tax-smart planning, deliver client education through seminars, and use scenario-based financial strategies to grow long-term client prosperity.

I’m an experienced Financial Professional focused on retirement income planning, tax preparation, and financial strategy development. I build comprehensive plans that optimize tax compliance and support long-term client success.

As a Seasonal Tax Preparer, I prepare and file more than 100 personal tax returns annually, emphasizing accuracy, compliance, and optimization. I review and analyze client documents to ensure complete, high-quality submissions while maintaining strong client relationships.

In my role as a President, CEO, and Financial Advisor, I deliver Social Security and Retirement Income Planning education through monthly seminars for pre-retirees. I create scenario-driven financial plans using sophisticated software and advise clients on retirement income strategies to enhance financial security and support investment growth.

Across leadership and advisory experiences, I’ve exceeded sales targets through broker-driven acquisition strategies and client relationship expansion, and I’ve converted 15% of contacts into sales with tailored solutions. I also bring deep plan administration experience from managing complex 401(k) plans, including ERISA/IRS compliance, plan design and amendments, and operational best practices.

Experience

Work history, roles, and key accomplishments

Current

President & CEO, Financial Advisor

Current

AJM Financial Group

Jul 2025 - Present (11 months)

Deliver Social Security and retirement income planning education through monthly seminars for pre-retirees. Build comprehensive retirement plans using advanced scenario software and advise clients on retirement income strategies to support financial security and investment growth.

Income Planning Financial Planning Seminar Delivery Scenario Planning Client Advisory

Current

Seasonal Tax Preparer

Current

Anthony J. Mascherino, CPA

Jan 2018 - Present (8 years 5 months)

Prepared and filed 100+ personal tax returns annually, ensuring compliance and optimizing client outcomes. Reviewed client documents to maintain accurate, complete filings.

Tax Reporting Tax Compliance Accuracy Focused Preparation

Financial Representative

Self Employed

Jul 2010 - Jul 2025 (15 years)

Created estate plans tailored to individual client needs while ensuring legal compliance. Strengthened relationships through tailored financial services, converting 15% of contacts into sales to drive retention.

Estate Planning Legal & Compliance Life Insurance Sales Disability Insurance Client Relationship Management Customer Retention

Regional Sales Manager

Ameritas

Jul 2019 - Jul 2022 (3 years)

Exceeded regional sales targets by developing broker-driven acquisition strategies and expanding high-value client relationships across Eastern PA. Built and managed strategic partnerships and sourced/closed new group business through prospecting and market analysis.

Regional Sales Leadership Partnership Development Prospecting Market Analysis Client Relationship Management

401(k) Administrator

Vanguard

Apr 2005 - Jul 2010 (5 years 3 months)

Administered complex 401(k) plans for enterprise clients, ensuring compliance with ERISA, IRS regulations, and plan document provisions. Supported plan sponsors and HR teams with plan design, amendments, compliance testing, and operational best practices.

ERISA Compliance Compliance Testing Plan Amendments Stakeholder Management