John M. Mason, CFP®
Partner, President, and Senior Financial Planner
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.
John is a member of the following professional organizations:
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
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, including:
Featured in:
- Kitces.com
- US News & World Report
- Money Geek
- XYPN Radio
- AP News
- Investor’s Business Daily
- CBS News
- Horsesmouth
Outside the office, John and his wife, Sara, both Virginia Tech graduates, enjoy skiing, snowboarding, and exploring the outdoors in their camper. They’re proud parents to a young son who’s best friends with their golden retriever, Penny.