Dr Constance Craig-Mason, Mrfc®, Nssa®
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Dr Constance Craig-Mason, Mrfc®, Nssa® Email & Phone Number

I Partner with "Do-ers" Looking for Someone to Trust in the Financial Space | As a Financial Planner | Investment Advisor| Insurance Broker | x9 Amazon Best Seller | Finfluencer at Transamerica Agency Network
Location: York, Pennsylvania, United States 13 work roles 3 schools
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Role
I Partner with "Do-ers" Looking for Someone to Trust in the Financial Space | As a Financial Planner | Investment Advisor| Insurance Broker | x9 Amazon Best Seller | Finfluencer
Location
York, Pennsylvania, United States

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Dr Constance Craig-Mason, Mrfc®, Nssa® is listed as I Partner with "Do-ers" Looking for Someone to Trust in the Financial Space | As a Financial Planner | Investment Advisor| Insurance Broker | x9 Amazon Best Seller | Finfluencer at Transamerica Agency Network, based in York, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Dr Constance Craig-Mason, Mrfc®, Nssa®.

Dr Constance Craig-Mason, Mrfc®, Nssa® previously worked as CEO | Financial Consultant at Concierge Financial Advisory, Llc. and Property & Casualty Insurance Broker at Concierge Financial Group Agency. Dr Constance Craig-Mason, Mrfc®, Nssa® holds Bachelor Of Arts - Ba, Finance, General from The University Of Arizona Global Campus.

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About Dr Constance Craig-Mason, Mrfc®, Nssa®

I partner with "do-ers" looking for someone to trust in the financial space. Like me, you are tired of doing everything "all on your own" and don't resonate with all that financial industry "jargon". You want MORE for your life before, during and after retirement: MORE memories, opportunities, relationships and experiences...Pull up a seat at the table with Dr. Constance and take a load off!Dr. Constance Craig-Mason, MRFC®, NSSA® is the CEO of Concierge Financial Advisory. As a dedicated Financial Planner, National Social Security Advisor, Investment Advisor and Insurance Broker she teaches her clients to correctly manage their money, so they can live the life they want without worrying about money!She has received numerous awards for community impact in her field over the last 15 years including a medallion “In Recognition of Excellence, Service, & Sacrifice” from the Comptroller of Maryland. Dr. Constance has also received an Honorary Doctorate of Philosophy for her eminent contributions to financial literacy, financial advancement, leadership development and entrepreneurship empowerment. She was a 2022 honoree of the Association of African American Financial Advisors’ 50 Under 50 and a 2023 honoree of the National Academy of Professional Speakers, Authors and Coaches' (NAPSAC) Excellence in Professional Speaking (EPSY) Award.Dr. Constance is a member of the Million Dollar Round Table (MDRT), an honor bestowed upon the Top 1% of the world’s leading insurance and financial services professionals, who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. She is also a member of the National Association of Insurance & Financial Advisors (NAIFA) and the International Association of Registered Financial Consultants (IARFC).

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Dr Constance Craig-Mason, Mrfc®, Nssa®'s current company

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Transamerica Agency Network
Transamerica Agency Network
I Partner with "Do-ers" Looking for Someone to Trust in the Financial Space | As a Financial Planner | Investment Advisor| Insurance Broker | x9 Amazon Best Seller | Finfluencer
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13 roles

Dr Constance Craig-Mason, Mrfc®, Nssa® work experience

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Ceo | Financial Consultant

Current
Concierge Financial Advisory, Llc.

Financial, Empowerment & Leadership Development Speaker & Author

Sep 2022 - Present

Property & Casualty Insurance Broker

Current
Concierge Financial Group Agency

Property & Casualty- Personal & Commercial Lines

Apr 2019 - Present

President | Financial Planner | Investment Advisor

Palm Beach Gardens, FL, US

Wealth management, Financial Planning, Investment Advice, and Insurance Solutions.

Sep 2022 - Aug 2023

Managing Regional Director

Middletown, OH, US

“I am a champion for professionals who desire to pursue designations that will help boost their credibility, hold them to a higher ethical standard, enhance their networking and continuing education opportunities, and set them apart from other financial experts. It is truly a privilege and honor to be a leader in the Association’s grassroots effort to.

Mar 2022 - Jun 2023

Co-Founder

The 𝐑𝐄𝐀𝐋 𝐂𝐨𝐧𝐧𝐞𝐜𝐭𝐞𝐝 Co.
Dec 2020 - Feb 2022

Licensed Relationship Banker (Portfolio Manager)

Buffalo, New York, US

As a Licensed Relationship Manager, I routinely assess and meet the financial needs of various customers. I handle various banking transactions. I apply my knowledge of the global economy, banking, insurance and lending to help resolve the financial challenges that keep customers up at night and to reach their goals and dreams.

Feb 2016 - Apr 2017

Independent Insurance Agent

Bloomington, Illinois, US

I am there to help neighbors when "life happens"! I am licensed to help clients with mortgages, bank accounts, credit cards, auto loans, investments and various insurances to incl. auto, homeowners, renters, commercial & business liability, credit, life, health, disability, and long term care. I assess the insurance and financial needs of clients and.

Jun 2013 - Feb 2016

Small Business Consultant, Ceo

Ask Business Consulting Svcs Inc.

As a Consultant, I service clients in the following areas: Consulting and coaching, startup entity structuring, sales & tarket marketing, social media marketing, web development & hosting, ecommerce & merchant services, entrepreneurship & small business workshops. I provide a resource of professional referrals for my clients, who are in need of assistance.

Oct 2010 - Dec 2015

Insurance Agent

Owings Mills, MD, US

I protect the income of individuals and families daily. I assess the insurance needs of clients in the areas of life, disability, and critical illness. I educate clients in the relevant areas of insurance options so that they can make an informed decision and provide need based solutions. I help small business and non profit groups with affordable.

May 2012 - Jul 2015

Investments & Insurance Agent

Duluth, Georgia, US

I protect the income of individuals and families daily. I assess the insurance needs of clients in the areas of life insurance and investments. I educate clients in relevant areas, so that they can make an informed decision and provide need based solutions. I recruit, train and develop candidates into professional entrepreneurs. I lead by example and teach.

Jan 2009 - Apr 2012
3 education records

Dr Constance Craig-Mason, Mrfc®, Nssa® education

Bachelor Of Arts - Ba, Finance, General

The University Of Arizona Global Campus

Business Administration And Management, General

Hacc, Central Pennsylvania'S Community College

Business Administration And Management, General

Western High School
FAQ

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What company does Dr Constance Craig-Mason, Mrfc®, Nssa® work for?

Dr Constance Craig-Mason, Mrfc®, Nssa® works for Transamerica Agency Network.

What is Dr Constance Craig-Mason, Mrfc®, Nssa®'s role at Transamerica Agency Network?

Dr Constance Craig-Mason, Mrfc®, Nssa® is listed as I Partner with "Do-ers" Looking for Someone to Trust in the Financial Space | As a Financial Planner | Investment Advisor| Insurance Broker | x9 Amazon Best Seller | Finfluencer at Transamerica Agency Network.

Where is Dr Constance Craig-Mason, Mrfc®, Nssa® based?

Dr Constance Craig-Mason, Mrfc®, Nssa® is based in York, Pennsylvania, United States while working with Transamerica Agency Network.

What companies has Dr Constance Craig-Mason, Mrfc®, Nssa® worked for?

Dr Constance Craig-Mason, Mrfc®, Nssa® has worked for Concierge Financial Advisory, Llc., Concierge Financial Group Agency, Transamerica Agency Network, Money Concepts, and International Association Of Registered Financial Consultants.

How can I contact Dr Constance Craig-Mason, Mrfc®, Nssa®?

You can use AeroLeads to view verified contact signals for Dr Constance Craig-Mason, Mrfc®, Nssa® at Transamerica Agency Network, including work email, phone, and LinkedIn data when available.

What schools did Dr Constance Craig-Mason, Mrfc®, Nssa® attend?

Dr Constance Craig-Mason, Mrfc®, Nssa® holds Bachelor Of Arts - Ba, Finance, General from The University Of Arizona Global Campus.

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