Certified Financial Planner™
Current
May 2019 - Present
AeroLeads people directory · profile
Chase Mason, Cfp® Email & Phone Number
CERTIFIED FINANCIAL PLANNER™
at
Elite Advisory Group, LLC.
1 work email found
@alohawealthpartners.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
CERTIFIED FINANCIAL PLANNER™
Location
San Diego, California, United States
Company size
Who is Chase Mason, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Chase Mason, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ at Elite Advisory Group, LLC., a with 6 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at alohawealthpartners.com and a matched LinkedIn profile for Chase Mason, Cfp®.
Chase Mason, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ at Aloha Wealth Partners and Senior Account Executive at Broadridge Advisor Solutions. Chase Mason, Cfp® holds Bachelor'S Degree, Personal Financial Planning from Utah Valley University.
Company email context
Email format at Elite Advisory Group, LLC.
This section adds company-level context without repeating Chase Mason, Cfp®'s masked contact details.
{first}@alohawealthpartners.com
86% confidence
AeroLeads found 1 current-domain work email signal for Chase Mason, Cfp®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Financial Planning, Customer Service, Insurance, Leadership, and 6 others.
Current workplace
Chase Mason, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Elite Advisory Group, Llc.
5 roles
Chase Mason, Cfp® work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner™
Mar 2021 - Sep 2022
Senior Account Executive
Sep 2021 - Aug 2022
Financial Advisor
Oct 2017 - Mar 2018
Paraplanner
May 2017 - Sep 2017
2 education records
Chase Mason, Cfp® education
Bachelor'S Degree, Personal Financial Planning
Minor, Business Management
FAQ
Frequently asked questions about Chase Mason, Cfp®
Quick answers generated from the profile data available on this page.
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 Elite Advisory Group, LLC.?
Chase Mason, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ at Elite Advisory Group, LLC..
What is Chase Mason, Cfp®'s email address?
AeroLeads has found 1 work email signal at @alohawealthpartners.com for Chase Mason, Cfp® at Elite Advisory Group, LLC..
Where is Chase Mason, Cfp® based?
Chase Mason, Cfp® is based in San Diego, California, United States while working with Elite Advisory Group, LLC..
What companies has Chase Mason, Cfp® worked for?
Chase Mason, Cfp® has worked for Elite Advisory Group, Llc., Aloha Wealth Partners, Broadridge Advisor Solutions, and Cambridge Financial Advisers.
Who are Chase Mason, Cfp®'s colleagues at Elite Advisory Group, LLC.?
Chase Mason, Cfp®'s colleagues at Elite Advisory Group, LLC. include Rick Mann.
How can I contact Chase Mason, Cfp®?
You can use AeroLeads to view verified contact signals for Chase Mason, Cfp® at Elite Advisory Group, LLC., including work email, phone, and LinkedIn data when available.
What schools did Chase Mason, Cfp® attend?
Chase Mason, Cfp® holds Bachelor'S Degree, Personal Financial Planning from Utah Valley University.
What skills is Chase Mason, Cfp® known for?
Chase Mason, Cfp® is listed with skills including Financial Planning, Customer Service, Insurance, Leadership, Retirement Planning, 401 Retirement Savings Plans, Risk Management, and Financial Risk.
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