Orange & West Haven Women in Business Monthly Meeting
Bring your Business Cards!
"Financial Planning for Women -
in their 30's, 40's, 50's, 60's, and up!"
Presented by TrinityPoint Wealth
Dana Mascalo (McLaughlin), CFP®, C(k)P®, RLP®, AAMS®
As a Managing Partner, Dana brings her passion for creative, holistic financial life planning to TrinityPoint Wealth. Truly committed to having a meaningful impact both in clients’ lives and at the firm, she carefully combines extensive industry knowledge and wealth management expertise with a unique planning approach — striving to make a positive difference one inspired vision at a time. Acting as her client’s personal CFO, Dana looks at her client’s entire financial life with a visionary lens.
Lise Robinson, CFP®, CDFA®, AAMS®
As a Partner and Senior Wealth Advisor, Lise is passionate about helping all clients gain a greater sense of confidence and control over their financial lives. Lise brings a sustained focus and dedication to her work with individual and institutional clients that goes well beyond assessing a client’s initial needs and portfolio allocation. Addressing a broad range of financial issues that arise over the long term, she creates and implements asset management plans and financial planning strategies that are both comprehensive and adaptable to changing circumstances.