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Financial Advisor560 SOUTH WINCHESTER BLVD SUITE 100SAN JOSE,
Mason McKown, CFP®Financial AdvisorSilicon Valley ComplexSantana RowMason McKown is a CERTIFIED FINANCIAL PLANNER™certificant, a designation awarded by the CertifiedFinancial Planner Board of Standards, Inc.Mason instills clients with a feeling of confidence in their family’s financial future by developing a plan individually structured to achieve all of their goals. He earns their trust and loyalty by demonstrating an elite level of professionalism and ethics. Mason’s best clients are people who have experienced a change in their employment, family, or lifestyle prompting them to do something different with their assets. Clients value their relationship with Mason because he understands their unique needs, looks out for their best interest, and motivates them to take positive action. Mason’s guidance combined with the resources of Merrill Lynch relieve clients of the burden of being the sole caretakers of their entire financial lives. Working with Mason allows them to spend more time with their families, enjoying life, and doing the things they love.Mason has worked in the financial services industry with Bank of America since 2008. His approach to wealth management is goals- based. He helps clients assess their current situation, define and prioritize their financial goals, build a customized plan, take action according to that plan, and review progress and success, while making adjustments throughout a client’s lifetime. Planning Areas Include: Investment Strategies, Retirement Planning, Tax Minimization, Education Funding, Structured Lending, Concentrated Stock Management, Generational and Philanthropic Wealth Transfer, Social Security Planning, Long Term Care Planning, and Financial Literacy.Mason holds a B.A. in Philosophy with a concentration in Ethics from the University of California at Santa Barbara. He is President-Elect of Campbell Rotary and a member of the Campbell Chamber of Commerce. Mason enjoys golf, wine, boating, skiing and anything outdoors. Mason is a native of Silicon Valley and is engaged to Elizabeth.
Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Mason McKown is registered to do business in : AZ, CA, FL, NC, NV, NY, PA, UT
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