Insights

Personalized Wealth Planning Mason & Associates specializes in close, personalized financial planning that integrates clients' personal stories and life goals, presenting an opportunity to offer tailored financial products and advisory services to meet their individual needs.

Client Base Expansion With clients across multiple states including California, Arizona, and Texas, Mason & Associates demonstrates geographic reach and the potential to expand client acquisition efforts into regional markets through targeted marketing and partnership strategies.

Technology Utilization Utilizing cloud services like AWS and modern web technologies indicates a forward-looking approach that values digital engagement, opening opportunities for sales of advanced financial planning tools and integrations to enhance client experiences.

Mid-Market Focus Operating within the mid-revenue range of 25 to 50 million dollars, Mason & Associates may benefit from premium service offerings, advanced investment solutions, and scalable wealth management products tailored to mid-sized advisory firms.

Competitive Positioning As a small but experienced firm in a competitive landscape with larger firms offering extensive resources, Mason & Associates can be targeted for niche financial products, specialized insurance solutions, and strategic vendor partnerships to differentiate their service offerings.

Similar companies to Mason and Associates, Inc.

Mason and Associates, Inc. Tech Stack

Mason and Associates, Inc. uses 8 technology products and services including Amazon Web Services, Google Fonts API, jQuery UI, and more. Explore Mason and Associates, Inc.'s tech stack below.

Amazon Web Services
Cloud Hosting
Google Fonts API
Font Scripts
jQuery UI
Javascript Libraries
Moment.js
Javascript Libraries
reCAPTCHA
Security
Bootstrap
UI Frameworks
X-Content-Type-Options
Web & Portal Technology
Apache
Web Servers

Media & News

Mason and Associates, Inc.'s Email Address Formats

Mason and Associates, Inc. uses at least 1 format(s):

Mason and Associates, Inc. Email Formats	Example	Percentage
FLast@masonlifeplanning.com	JDoe@masonlifeplanning.com	45%
First@masonlifeplanning.com	John@masonlifeplanning.com	8%
FirstLast@masonlifeplanning.com	JohnDoe@masonlifeplanning.com	2%
FLast@masonlifeplanning.com	JDoe@masonlifeplanning.com	45%

Frequently Asked Questions

Where is Mason and Associates, Inc.'s headquarters located?

Mason and Associates, Inc.'s main headquarters is located at 7474 North Figueroa Street Los Angeles, California 90041 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Mason and Associates, Inc.'s phone number?

You can contact Mason and Associates, Inc.'s main corporate office by phone at

+1-323-254-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Mason and Associates, Inc.'s official website and social media links?

Mason and Associates, Inc.'s official website is masonlifeplanning.com and has social profiles on LinkedIn.

What is Mason and Associates, Inc.'s SIC code NAICS code?

Mason and Associates, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Mason and Associates, Inc. have currently?

As of March 2026, Mason and Associates, Inc. has approximately 21 employees across 2 continents, including North AmericaEurope. Key team members include President: C. M.Founder/Structural Engineer: P. M.Senior Partner: J. A.. Explore Mason and Associates, Inc.'s employee directory with LeadIQ.

What industry does Mason and Associates, Inc. belong to?

Mason and Associates, Inc. operates in the Financial Services industry.

What technology does Mason and Associates, Inc. use?

Mason and Associates, Inc.'s tech stack includes Amazon Web ServicesGoogle Fonts APIjQuery UIMoment.jsreCAPTCHABootstrapX-Content-Type-OptionsApache.

What is Mason and Associates, Inc.'s email format?

Mason and Associates, Inc.'s email format typically follows the pattern of FLast@masonlifeplanning.com. Find more Mason and Associates, Inc. email formats with LeadIQ.

When was Mason and Associates, Inc. founded?

Mason and Associates, Inc. was founded in 1989.

Mason and Associates, Inc.

Q: How many employees does Mason and Associates, Inc. have currently?

Mason and Associates, Inc. has approximately 21 employees.

Q: What technology does Mason and Associates, Inc. use?

Mason and Associates, Inc.'s tech stack includes Google Maps, Vimeo, Google Analytics, Orbit Slider, jQuery.

Financial ServicesCalifornia, United States11-50 Employees

Mason & Associates, Inc. has more than 30 years of experience in the fields of investments,wealth management, insurance, estate, retirement, and business continuity planning. 

As a client, your personal story is key to our planning process. That is why we strive to build a close relationship that will encompass every aspect of your life. Together with our team of professionals, we guide you through the process of identifying what is important to you, your goals, your dreams. We then put into place a financial road map to set you on your way towards achieving your objectives.

Mason and Associates, Inc., is a fee-only Federally Registered Investment Adviser to residents of: Arizona, California, Colorado, Illinois, Iowa, Nevada, New Jersey, Texas.

Company Overview

Headquarters: 7474 North Figueroa Street Los Angeles, California 90041 United States
Phone number: +1-323-254-****
Website: masonlifeplanning.com
SIC Code: 6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code: 52 - Finance and Insurance
Founded: 1989
Employees: 11-50