Tommy Blackburn, CFP®, CPA Mason & Associates

Contact this advisor

About Tommy Blackburn, CFP®, CPA, PFS

Tommy is a graduate of Virginia Tech’s Pamplin School of Business, where he graduated magna cum laude with a Bachelor of Science in Business as a Finance major and completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) education requirement. While pursuing his Bachelor’s degree, Tommy observed that taxation was integral in financial planning and decided to pursue a Master’s Degree in Accounting at Virginia Tech with a focus in taxation.

Tommy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Public Accountant (CPA). He also holds the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA), as well as the Series 65 and the Virginia Life and Health Consultant Licenses.

Tommy joined Mason & Associates in 2019 as a Senior Financial Planner, and earned a partnership position in 2020. Prior to joining Mason & Associates, Tommy was a Senior Financial Planner at a respected financial planning firm in Richmond, VA, and also has experience with a “Big 4” public accounting firm. Tommy’s primary responsibilities consist of working directly with Mason & Associates clients in all aspects of their financial plan, with a particular emphasis on the subjects of tax, retirement, and estate planning. Tommy works closely with John Mason 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.

Tommy and his wife, Jess, reside in Williamsburg, Virginia with their dog Harper, and they recently welcomed their first child, Zoe, in July of 2020! Jess is a graduate of James Madison University and currently works for Citizens One Home Loans as an Assistant Vice President. Together, they are enjoying getting to know the area and being close to Jess’s parents who also reside in Williamsburg. In their free time they love traveling, riding bicycles, hiking, checking out local breweries, and taking walks.

Tommy’s memberships and designations include:

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Certified Public Accountant (CPA)

Personal Financial Specialist (PFS) designation with the American Institute of Certified Public Accountants (AICPA)

Life and Health Insurance Consultant License in Virginia

Chairman and Past President of the Central Virginia Financial Planning Association (FPA) chapter

Recognized by the Virginia Society of CPA’s as a Top 5 under 35 in 2018

Recognized by Investment News as 40 under 40 in 2018

Received 2017 Standing Ovation Award in Personal Financial Planning from the American Institute of Certified Public Accountants

Read Tommy’s blog here: https://www.masonllc.net/blog.htm

Listen to Tommy’s podcast here: https://podcasts.apple.com/us/podcast/federal-employee-financial-planning-podcast/id1605491625?fbclid=IwAR31d8EOI4vcEdP0zEa1ih_EqnEygvdbb_dEg2zAQRVv_qNfKyb-fJBt4Fw

Contact this advisor

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Baby Boomers
  • Government Employees
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Assets Under Management

Fee Options

  • Assets Under Management: 1.50%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...