John M. Mason, CFP<sup>&reg;</sup> - Financial Advisor

John M. Mason, CFP®

President

Mason & Associates, LLC

2 Bayport Way, Ste 110
Newport News, VA 23606
FINANCIAL ADVISOR'S WEBSITE
(757) 223-9898 CONNECT WITH John
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General

John Mason is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Mason & Associates, LLC in Newport News, VA and the surrounding communities.

Financial Advisor Overview

Since 2003, Mason & Associates has successfully guided clients into retirement and supported countless families through life’s best and toughest moments. Successful financial planning requires a comprehensive approach that covers tax planning, retirement, estate planning, investment management, and more. We will analyze your finances and deliver a plan that clearly shows you “The Score,” helping you make informed decisions and reach your retirement goals. Since we specialize in federal employees, we don’t need to spend countless hours learning about your benefits—we can focus on learning about you. We aim to give you the confidence to enjoy your savings while ensuring your money lasts throughout retirement, giving you the freedom to do the things you’ve always wanted.

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Financial Advisor Experience

John leads Mason & Associates as President and Senior Financial Planner, bringing over 15 years of specialized expertise in federal employee financial planning. A CERTIFIED FINANCIAL PLANNER™ since 2012, John has built a reputation for delivering comprehensive, client-centered guidance across tax, retirement, and estate planning. John earned his Bachelor of Science in Business from Virginia Tech’s Pamplin School of Business, where he also completed his CFP® education requirement. He is an Investment Advisor Representative and maintains a Virginia Life and Health Consultant License. As co-host of the Federal Employee Financial Planning Podcast, John has become a recognized voice in the federal benefits space. He is a sought-after speaker at industry conferences and educational events for federal employees, and his insights have been featured in leading publications.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: VA
  • Health/disability insurance: VA

Broker-Dealer Disclaimer

Investment advisory services offered through Mason & Associates, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources