Masso Torrence Wealth Management | 401k Plan Consulting
270 N. Elmwood Rd,
Suite H-160
Marlton, NJ 08053
Phone: 856-988-6664
Phone (Toll Free): 856-988-6664
Masso Torrence Wealth Management | 401k Plan Consulting
270 N. Elmwood Rd,
Suite H-160
Marlton, NJ 08053
Phone: 856-988-6664
Phone (Toll Free): 856-988-6664
Chris Masso and John Torrence formed their partnership at the Philadelphia office of Deutsche Bank in 1999. The pair built a substantial practice that focused on corporate retirement plans and comprehensive wealth management for a select client base, including:
Christopher J. Masso, CRPS®
Chris Masso has been a financial advisor since 1996, beginning his career at Deutsche Bank in Philadelphia. Chris holds a BS in Economics from the University of Delaware and additionally has obtained the Chartered Retirement Plan Specialist designation®. The CRPS ® is the nation’s premier credential focusing on retirement plan administration.
Chris previously served as Vice President of the alumni board for Bishop Eustace Prep, his high school alma mater. He is very involved with brain tumor research fundraising and is an active member of the MS Society.
Chris and his wife, Annette, reside in Medford, NJ, with their daughter, Isabella.
John M. Torrence, CRPS®, AIF®
John Torrence began his career in the retirement plan consulting and investment management business in 1994. While at Merrill Lynch, he was part of a team managing over $650 million in private client assets. Not only does John hold the Chartered Retirement Plan Specialist® designation, he also holds the Accredited Investment Fiduciary® (AIF®) designation. This designation is the industry’s first designation that demonstrates knowledge and competency in the area of fiduciary responsibility, and communicates a commitment to standards of investment fiduciary excellence.
John supports charitable organizations relating to cancer research, children’s causes and animal welfare.
John and his wife, Melissa, reside in Marlton, NJ, with their son, Jack.
Nicholas P. Pantle, CRPC® Vice President – Financial Planning Services
Nick began his career with UBS Financial Services Inc in 2012 where he worked with a team that managed over $600 million in client assets. This is where he learned about the challenges clients face when navigating through life to achieve their financial goals and the importance of in-depth planning and investment implementation. He currently holds his Series 7, Series 66, life and health licenses and achieved the designation of Chartered Retirement Planning Counselor℠ through the College of Financial Planning. Nick joined the Masso Torrence team in 2017 and supports Chris and John in overall wealth planning and assists them in helping businesses run efficient and effective retirement plans to enable employees to become retirement ready.
Nick is active in South Jersey as a member of the Moorestown Rotary as well as being on the Building and Grounds Committee for the Moorestown Community House. He lives with his wife Courtney and dog Cody in Marlton, New Jersey.
Stefanie Palma
Stefanie Palma oversees the operations and administration at Masso Torrence. She is the first voice you hear when you call in and is well versed in all areas of the business. Previously, Stefanie was with Janney Montgomery Scott, and has spent more than 13 years in the industry as a Registered Client Associate. She holds her Series 6, 7, and 63 registrations. She is married with two children and resides in Cherry Hill, NJ. She enjoys spending time with her family, playing tennis, and is a Philadelphia Eagles fan.
Christopher Masso and John Torrence have both earned the distinction of being selected as multi-year award winners of *Five Star Wealth Managers award in the Philadelphia and New Jersey area, as seen in Philadelphia Magazine and New Jersey Monthly. They have also been regular contributors in the Financial Planning Q&A section in South Jersey Biz Magazine
We employ a dynamic investment strategy with the objective of having enough flexibility to take advantage of changing market conditions, consistently seeking to enhance return and manage risk through diversification among numerous asset classes. Our goal is to create the most efficient and effective investment strategy possible for each of our clients.
Our relationship with you and your family is at the heart of our business process. We work closely with you to develop customized financial strategies that take your goals and objectives into account. We maintain frequent contact with you to review the results of your investments in relation to your goals, practices that provide the accountability most clients desire. In all of our client relationships, we strive to provide an unparalleled level of service and world-class advice.