Mason joined Blankinship & Foster in 2022 as a Wealth Management Resident. He was mentored by advisors at Blankinship & Foster who helped him build a strong foundation for his career in wealth management. After completing his residency and obtaining the Certified Financial PlannerTM designation, Mason was promoted to Financial Advisor at B&F.
In this role, Mason helps clients manage their finances in a variety of areas including retirement, investment, education, insurance, and tax planning strategies. He appreciates how each of these planning strategies work together to build a strong financial picture.
Mason holds a bachelor’s degree in International Business with an additional focus in Economics from the University of California, San Diego
When he is not at work, Mason is either enjoying time spent with his big family, getting his adrenaline fix through action sports, or most likely, cleaning up dog hair around the house from his golden-retriever, Roscoe.
What Makes you proud to be part of the Blankinship and Foster team?
At Blankinship and Foster, I know that I am surrounded by a group of individuals who are excited to take on the day ahead of them and work together to find the right solutions for our clients. Knowing that I’ll be met with a smile and an eagerness to help when I poke my head into someone’s office to ask a question is how I know that I am on the right team.
What quality of yours makes you suited to do what you do?
I love to learn. Whether it’s a new way to approach a financial planning strategy or a new hobby our client is passionate about, I’m all ears. As such, I am very fortunate to be in a role that allows me to learn from our team and our clients on an ongoing basis and use that knowledge to make a bigger impact in our community.
What was your first job?
Growing up, I spent my summers and school breaks working in the warehouse of my family’s screen-printing manufacturing business. Long days spent in a hot warehouse filling, labeling, and shipping screen-printing chemicals sure can teach you a thing or two about a hard day’s work.