John Mason, CFP® Mason & Associates
- 2 Bayport Way Suite 110, Newport News, VA 23606
- (757) 223-9898
About John Mason, CFP®
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. John also holds the Series 66 and Virginia Life & Health Consultant licenses.
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 Planner. 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.
John and his wife, Sara, reside in Yorktown, Virginia. Sara is also a graduate of Virginia Tech and earned a Master’s Degree in Education from William and Mary. Although Sara doesn’t work at the company full time, she is instrumental in helping develop new ideas and frequently assists with editing the website, blog posts, e-mail, and client communication pieces. Together, John and Sara enjoy skiing and snowboarding vacations, visiting friends, and going on walks. They welcomed their first child, Carter, in November of 2019 who is now becoming best friends with their golden retriever, Penny.
Read John’s blog here: https://www.masonllc.net/blog.htm
Listen to John’s podcast here