Brent M. Mason

President

Mason & Associates, Inc.

ASSETS UNDER MANAGEMENT: $316 million

Brent M. Mason is the President of Mason & Associates, Inc., a Registered Investment Advisory Firm located in Los Angeles. With more than 20 years’ experience in financial planning, his work at Mason & Associates, Inc. began at a young age following in the footsteps of his father, Charles W. Mason, who founded the firm in 1989. Prior to that, he began his career with Putnam Investments in Boston, MA, where he was a vice-president and served as the marketing manager for Putnam’s Insurance Products Division.

Mason’s unique style of planning incorporates a personal approach to money, considering life’s goals and actual objectives to digesting finances, family and outside effects. Pushing beyond the traditional role of a wealth manager, Mason strives to work diligently with his team and for their clients. Understanding that each client is different, he customizes a plan to fit each client’s particular needs and desires.

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