It starts with you
For us, success is about helping you reach your goals, not a number.
See how we work
What’s important to you?
You have priorities and we have the insights you need to keep them front and center.
A real advantage
Industry-leading research and expert analysis are here to help you stay ahead.
Explore our insights
Get the right guidance for you
Connect with an advisor and start a conversation about your goals.
Contact a financial advisor
Not who you're looking for?
Get to know some of our other financial advisors.
Find another advisor
Senior Financial Advisor560 SOUTH WINCHESTER BLVD SUITE 100SAN JOSE,
Learn more about an advisor’s background on FINRA’s BrokerCheck
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, MA, NC, NJ, NV, NY, OR, PA, TX, UT, VA
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.