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.  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