Mason Financial Summary
Mason Financial Services Inc is a Registered Investment Adviser (RIA) and Certified Public Accountant (CPA) with the State of California. They provide holistic financial services by combining financial planning, investment management and tax planning services. To maintain a high quality of service, they limit the number of full service clients to 100 families.

Ensen Mason Summary
Ensen Mason is a Taxpayer Advocate, Certified Public Accountant and Investment Adviser with over 30 years of experience.  He is also the San Bernardino County Auditor-Controller/Treasurer/Tax Collector.  As county treasurer, he is responsible for investing the $7 billion county investment pool as well as sitting on the county retirement board overseeing the $10 billion pension fund.  The following is a summary of his qualifications:

  • Chartered Financial Analyst (#197283)
  • Certified Public Accountant (#112323)
  • Securities and insurance licenses (#4634786 / #0E13779)
  • Enrolled Agent (#49867)
  • Bachelor's in Science, Accounting, Western Governor's University
  • Masters in Business Administration, Finance, University of Redlands