Anthony Mastro, CFP®, CLU®

Evaluator
DISC Type : CSD

Founder and Wealth Management Advisor at Continuum Capital Advisors at Continuum Capital Advisors

Pittsburgh, Pennsylvania, United States

Overview

Anthony Mastro is the Founder and a Wealth Management Advisor at Continuum Capital Advisors, affiliated with Northwestern Mutual. Specializing in comprehensive financial planning for families and business succession strategies, he holds CFP® and CLU® designations and earned a finance degree from John Carroll University.

Outside of work, Anthony is a community-focused family man. He and his wife, Sharon, live with their three children in Upper St. Clair, a suburb of Pittsburgh, and enjoy participating in local events that support small businesses and connect with the community.

Unique fact: Anthony serves as the Government Relations Delegate for Northwestern Mutual-Pittsburgh, meeting with elected officials to discuss policy issues relevant to the financial industry.

Personality Overview

Thorough Evaluator

Hard To Convince

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Comprehensive Financial Planning
His mission is to provide personal financial planning and security guidance to families and businesses based on their specific goals and needs.
Business Succession
A core part of his practice involves creating strategies for owners of closely-held corporations, including key-person protection and executive benefit planning.
Family Financial Security
He focuses on guiding families to build their financial future, providing services like education planning, retirement distribution strategies, and insurance.

Media Appearances

Anthony has no verified media appearances

Work History

1-2002
Founder and Wealth Management Advisor at Continuum Capital Advisors at Continuum Capital Advisors
12-2010
Wealth Management Advisor at Northwestern Mutual
1-2002 - 12-2010
Financial Advisor & Managing Director at Northwestern Mutual
5-2000 - 12-2001
Financial Analyst at PNC Financial Services Group

Education

1996 - 2000
Finance from John Carroll University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Pittsburgh, Pennsylvania, United States Job Level : Leadership Designation : Founder and Wealth Management Advisor at Continuum Capital Advisors at Continuum Capital Advisors
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Insights For Selling To Anthony

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anthony is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Anthony

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Anthony move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Anthony take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Anthony

Personality Compatibility


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