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

John M. Mason, CFP®

Financial Planner

Mason & Associates, LLC

11827 Canon Blvd, Ste 204
Newport News, VA 23606
FINANCIAL ADVISOR'S WEBSITE
1-800-896-2766
(757) 223-9898
CONNECT WITH John
  • facebook link
  • linkedin link

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

Mason & Associates, LLC is an independent financial planning firm located in Newport News, Virginia. With over 50 years of combined experience, Michael and his brother, Kenneth, have built a successful practice, offering comprehensive financial planning to all types of employees, with specialized knowledge of Federal benefits. Our success has created the opportunity to expand our practice to include members of the Armed Forces, Virginia State Employees (VRS), Huntington Ingalls Industries personnel, and all private sector employees. We know that the cornerstone of a solid financial plan is a complete understanding of a client’s employer-sponsored benefits package. With this knowledge, we can help clients complement their benefits with private plans.

Tune in to our radio show to hear more about Mason & Associates' financial planning strategies. Michael hosts the bimonthly call-in radio show, heard locally on WNIS AM 790 radio. The show airs the first and third Tuesday of every month from 6:00 to 7:00 p.m.

Mission Statement:

We provide unique, transparent, and comprehensive financial planning advice that places clients’ interests first and empowers them to live their best life.

Vision Statement:

To uphold our commitment to family values, exceptional customer service, and individualized financial planning advice for future generations as we expand our team of qualified financial professionals.

More

Financial Advisor Experience

John is a graduate of Virginia Tech's Pamplin School of Business, where he received his Bachelor of Science in Business as a Finance major and completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) education requirement. He passed the comprehensive CFP® exam in November 2010 and earned his designation as CERTIFIED FINANCIAL PLANNER™ in September 2012, after satisfying the rigorous experience and ethical requirements of the CFP Board.
John joined Mason & Associates in 2010 and began his career assisting Michael and Kenneth. John earned a partnership position at Mason & Associates in 2017 and is now a Senior Financial Advisor. His primary duties consist of working directly with Mason & Associates clients in all aspects of their financial plan. Although John enjoys all areas of financial planning, his favorite subjects are tax, retirement, and estate planning. In addition to working with Federal and State employees, John is the team's specialist with clients who are employees of locally based Huntington Ingalls Industries (HII). John works closely with Tommy Blackburn in developing and implementing technology initiatives at the firm, social media marketing, and is now a co-host of the Mason & Associates Ask the Expert radio show with Michael and Tommy.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

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

More

Helpful Financial Planning Resources