John M. Mason, CFP®
Partner, President, and Senior Financial Planner
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 has passed the Series 66 exam and is an Investment Advisor Representative, and in addition, he also holds the Virginia Life and Health Consultant License.
John is a member of the following professional organizations:
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
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 the President. 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. He is a co-host of the Federal Employee Financial Planning Podcast and enjoys public speaking at industry conferences, local financial planning events, and educational events for federal employees.
Featured in:
- Kitces.com
- US News & World Report
- Money Geek
- XYPN Radio
- AP News
- Investor’s Business Daily
- CBS News
- Hosremouth
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. Together, John and Sara enjoy skiing and snowboarding vacations, traveling in their camper, and being outside as often as possible. They welcomed their first child, Carter, in November of 2019 who is now best friends with their golden retriever, Penny.