Dr Constance Craig-Mason, Mrfc®, Nssa® Email and Phone Number
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).
Transamerica Agency Network
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Ceo | Financial ConsultantConcierge Financial Advisory, Llc. Sep 2022 - PresentFinancial, Empowerment & Leadership Development Speaker & Author
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Property & Casualty Insurance BrokerConcierge Financial Group Agency Apr 2019 - PresentProperty & Casualty- Personal & Commercial Lines
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Affiliated PartnerTransamerica Agency Network Feb 2018 - PresentCedar Rapids, Ia, UsServicing Insurance Agent of Record -
President | Financial Planner | Investment AdvisorMoney Concepts Sep 2022 - Aug 2023Palm Beach Gardens, Fl, UsWealth management, Financial Planning, Investment Advice, and Insurance Solutions. -
Managing Regional DirectorInternational Association Of Registered Financial Consultants Mar 2022 - Jun 2023Middletown, 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 increase the number of world-class professional consultants in the IARFC family.” -
Co-FounderThe 𝐑𝐄𝐀𝐋 𝐂𝐨𝐧𝐧𝐞𝐜𝐭𝐞𝐝 Co. Dec 2020 - Feb 2022
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Financial Advisor TraineeTurning Point Financial Jun 2021 - Oct 2021Frederick, Maryland, Us -
Licensed Case ManagerCrump Life Insurance Services Apr 2017 - Feb 2018Harrisburg, Pennsylvania, Us -
Licensed Relationship Banker (Portfolio Manager)M&T Bank Feb 2016 - Apr 2017Buffalo, New York, UsAs 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. -
Independent Insurance AgentState Farm Agencies- Andrew Tiller, Shawna Krivoy & Michelle Kreeger Jun 2013 - Feb 2016Bloomington, Illinois, UsI 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 educate in relevant areas, so that they can make an informed decision. I provide need based solutions. I help small business and non profit groups with affordable, comprehensive group insurance to fit the needs of their staff. -
Small Business Consultant, CeoAsk Business Consulting Svcs Inc. Oct 2010 - Dec 2015As 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 in various areas.
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Insurance AgentThe Baltimore Life Insurance Company May 2012 - Jul 2015Owings Mills, Md, UsI 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, comprehensive group insurance to fit the needs of their staff. -
Investments & Insurance AgentPrimerica Jan 2009 - Apr 2012Duluth, Georgia, UsI 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 fundamentals of team work, client services, ethics, growth, management and leadership.
Dr Constance Craig-Mason, Mrfc®, Nssa® Education Details
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The University Of Arizona Global CampusGeneral -
Hacc, Central Pennsylvania'S Community CollegeGeneral -
Western High SchoolGeneral
Frequently Asked Questions about Dr Constance Craig-Mason, Mrfc®, Nssa®
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 the current company?
Dr Constance Craig-Mason, Mrfc®, Nssa®'s current role is 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.
What schools did Dr Constance Craig-Mason, Mrfc®, Nssa® attend?
Dr Constance Craig-Mason, Mrfc®, Nssa® attended The University Of Arizona Global Campus, Hacc, Central Pennsylvania's Community College, Western High School.
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