Chase Mason, Cfp®

Chase Mason, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ @ Elite Advisory Group, LLC.
huntington beach, california, united states
Chase Mason, Cfp®'s Location
San Diego, California, United States, United States
Chase Mason, Cfp®'s Contact Details

Chase Mason, Cfp® work email

Chase Mason, Cfp® personal email

n/a
About Chase Mason, Cfp®

Chase Mason is an Investment Adviser representative of Aloha Wealth Partners, a California Registered Investment Adviser. The following is for informational purposes only and is not an offer or solicitation for the sale or purchase of any securities or advisory service. Exposure to ideas and the financial vehicles discussed are not investment advice or a recommendation to buy or sell any financial vehicle. This information is not tax or legal advice. Individuals should consult with the professionals specializing in the fields of tax, law, accounting, or investments regarding the applicability of this information to their situation. Past performance is not a guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally Invested.

Chase Mason, Cfp®'s Current Company Details
Elite Advisory Group, LLC.

Elite Advisory Group, Llc.

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CERTIFIED FINANCIAL PLANNER™
huntington beach, california, united states
Employees:
6
Chase Mason, Cfp® Work Experience Details
  • Elite Advisory Group, Llc.
    Certified Financial Planner™
    Elite Advisory Group, Llc. May 2019 - Present
    Huntington Beach, Ca
  • Aloha Wealth Partners
    Certified Financial Planner™
    Aloha Wealth Partners Mar 2021 - Sep 2022
    Encinitas, California, United States
  • Broadridge Advisor Solutions
    Senior Account Executive
    Broadridge Advisor Solutions Sep 2021 - Aug 2022
    San Diego, California, United States
  • Cambridge Financial Advisers
    Financial Advisor
    Cambridge Financial Advisers Oct 2017 - Mar 2018
    Orem, Utah
  • Elite Advisory Group, Llc.
    Paraplanner
    Elite Advisory Group, Llc. May 2017 - Sep 2017
    Huntington Beach, California

Chase Mason, Cfp® Skills

Financial Planning Customer Service Insurance Leadership Retirement Planning 401 Retirement Savings Plans Risk Management Financial Risk Retirement Savings Retirement Plan Consulting

Chase Mason, Cfp® Education Details

Frequently Asked Questions about Chase Mason, Cfp®

What company does Chase Mason, Cfp® work for?

Chase Mason, Cfp® works for Elite Advisory Group, Llc.

What is Chase Mason, Cfp®'s role at the current company?

Chase Mason, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™.

What is Chase Mason, Cfp®'s email address?

Chase Mason, Cfp®'s email address is ch****@****ers.com

What schools did Chase Mason, Cfp® attend?

Chase Mason, Cfp® attended Utah Valley University, Utah Valley University.

What skills is Chase Mason, Cfp® known for?

Chase Mason, Cfp® has skills like Financial Planning, Customer Service, Insurance, Leadership, Retirement Planning, 401 Retirement Savings Plans, Risk Management, Financial Risk, Retirement Savings, Retirement Plan Consulting.

Who are Chase Mason, Cfp®'s colleagues?

Chase Mason, Cfp®'s colleagues are Rick Mann.

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