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Senior Financial Advisor560 SOUTH WINCHESTER BLVD SUITE 100SAN JOSE,
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Mason McKown, CFP®Financial AdvisorSilicon Valley ComplexSantana RowMason McKown is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.Mason instills in clients a feeling of confidence in their family’s financial future by creating a plan individually structured to help achieve each of their goals. He earns clients’ trust and loyalty by demonstrating an elite level of professionalism and ethics. Clients value their relationship with Mason because he understands their unique needs, looks out for their best interest, and motivates them to make positive changes in their financial lives. Clients seek Mason’s advice particularly after experiencing a change in employment, family, or lifestyle which has prompted them to reassess the organization and management of their assets. Combined with the industry leading resources of Merrill Lynch, Mason’s guidance relieves the burden of being the sole caretaker of one’s entire financial life. Working with Mason allows clients to spend more time with their families, enjoy their hard earned success, and do the activities they love.Mason’s approach to wealth management is goals-based. He has worked in the financial services industry with Bank of America since 2008 and has developed and refined a process to:- Assess your current situation- Define and prioritize your financial goals- Develop a customized plan- Take action according to that plan- Regularly make adjustments and review progressPlanning Areas Include: 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 of Campbell Rotary and enjoys golf, wine, boating, running, skiing and anything outdoors. Mason is a native of Silicon Valley where he lives with his wife, 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, OR, PA, TX, VA
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