Patrick Masi

Patrick is dedicated to alleviating his clients' financial stress, allowing them to spend less time worrying about budgeting and financial decisions and enabling them to spend more time doing the things they love with the people they love. 

After working for several years as a health benefits broker with a focus on customer care and product knowledge, Patrick opted to take his education in finance and client relations to develop a career with Corio & Associates. Patrick shares the firm's passion for helping people and the core philosophy of a "protection-first" mindset and believes that the key to accomplishing this is through education. He equips his clients not only with financial solutions but also takes care to explain the "why" behind these solutions, ultimately empowering his clients to make good financial decisions to improve their future. 

A Temple University Fox School of Business graduate, Patrick lives just north of Philadelphia in Feasterville-Trevose and enjoys spending time with his dog. He is also a fitness lover, frequenting the gym, and playing regularly in men's soccer, softball, and flag-football leagues.

Financial Representative of Guardian.