
Margo Masri’s journey in finance is rooted in something far deeper than spreadsheets or strategy. It stems from a place of personal adversity, emotional strength, and a commitment to changing the way people view money. Her story is a powerful reminder that financial literacy is not just about wealth-building, but about reclaiming control, fostering intention, and building a life aligned with one’s values. Through years of helping others navigate their financial paths, Margo has come to embody the idea that money, when understood and managed with clarity, can be a source of deep empowerment.
One of the most defining moments in Margo’s life came during her youth when she and her father were unable to afford a coat she longed for. Rather than allowing the moment to defeat her, she carried it forward as a personal promise to never let money dictate her happiness or limit her sense of possibility. That experience became a quiet catalyst shaping her purpose to help others shift their relationship with money from fear to freedom.
A key pillar in Margo’s approach is authenticity. Rather than seeing financial advising as a transactional service, she views it as an opportunity to connect with people on a personal level. For her, it is not about selling solutions but about understanding individual stories and solving real problems. That vulnerability creates trust. It allows people to open up about their financial struggles and goals and lays the groundwork for truly personalized and sustainable progress.
Margo emphasizes that achieving financial health starts with a mindset shift. Many people move through life disconnected from their financial decisions, operating on autopilot. By bringing awareness to how emotions and beliefs influence money habits, she helps people move from reactive patterns to intentional planning. She recalls working with a grieving mother and guiding her to reframe her perspective around money, an experience that illustrated how emotional intelligence and financial awareness are deeply connected.
With the rise of AI and automated tools, Margo acknowledges the power of technology in streamlining financial tasks. But she is clear that tools alone cannot replace the human qualities essential to sound financial decision-making. Empathy, ethical judgment, and emotional support are critical elements that no algorithm can replicate. Real transformation comes from conversations that blend data with discernment.
For Margo, living fully means taking control not just of finances but of time, health, and purpose. Her story shows that personal empowerment starts with understanding one’s values and aligning money decisions to reflect them. She encourages others to break goals into manageable steps, stay grounded in their intentions, and embrace the discomfort that often comes with growth. At its core, her message is clear. With clarity, compassion, and consistency, anyone can turn financial adversity into a powerful force for transformation.
Learn more about Margo and how she can help you take control of your financial journey on Episode 51 of Heather Ewing: The CRE RUNdown.
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