Mason and Associates, Inc. Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Mason and Associates, Inc. operates in the financial services sector with a focus on investments, wealth management, insurance, estate planning, retirement planning, and business continuity planning. The firm emphasizes a client-centered approach, aiming to understand each individual’s life story to guide the development of a financial roadmap that aligns with personal goals and objectives. It serves residents in multiple states as a federally registered, fee-only investment adviser, positioning itself as a fiduciary-oriented partner in comprehensive financial planning. Based in Los Angeles, California, the company has been operating for more than three decades and serves a client base ranging from individuals to small to mid-sized households seeking integrated planning across several financial disciplines.

Find Mason and Associates, Inc. employees' phone numbers or email addresses

Mason and Associates, Inc. Global Highlights

Location
Employees

North America
38

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  • United States Of America
    37
  • Canada
    1

Mason and Associates, Inc.'s Leadership

  • Stylized image of a person
    P. M.
    Founder/Structural Engineer
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  • Stylized image of a person
    L. B.
    Director And Licensed Psychologist
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  • Stylized image of a person
    D. M.
    Principal
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  • Stylized image of a person
    M. C.
    Investment Planning Analyst
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  • Stylized image of a person
    A. M.
    Client Service Coordinator
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  • Stylized image of a person
    J. S.
    Lsw
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  • Stylized image of a person
    M. L.
    Operations Associate
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  • Stylized image of a person
    R. P.
    Operations Specialist
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Mason and Associates, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Marketing
  • Accounting
  • Other
  • Community & Social Services

Contact profiles from Mason and Associates, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. B.
    Director And Licensed Psychologist
    Phone icon
    Apr 24, 2025
  • Stylized image of a person
    D. M.
    Principal
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. C.
    Investment Planning Analyst
    Phone icon
    Sep 08, 2025
  • Stylized image of a person
    A. M.
    Client Service Coordinator
    Phone icon
    May 30, 2026
  • Stylized image of a person
    J. S.
    Lsw
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    M. L.
    Operations Associate
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    Oct 18, 2024
  • Stylized image of a person
    R. P.
    Operations Specialist
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    Oct 22, 2024
  • Stylized image of a person
    S. M.
    Financial Planning Coordinator
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    Oct 22, 2024
  • Stylized image of a person
    P. M.
    Founder/Structural Engineer
    Phone icon
    BermudaPembroke Parish
    Apr 09, 2026

Frequently Asked Questions

What is Mason and Associates, Inc. known for?

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Mason and Associates, Inc. was founded in 1989 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Mason and Associates, Inc.'s company overview page for more information.

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

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Mason and Associates, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mason and Associates, Inc. email formats with LeadIQ.

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

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Mason and Associates, Inc. has approximately 21 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Mason and Associates, Inc.'s key employees and leadership?

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As of July 2026, Mason and Associates, Inc.'s key employees include:

  • Founder/Structural Engineer: P. M.
  • Director And Licensed Psychologist: L. B.
  • Principal: D. M.
  • Investment Planning Analyst: M. C.
  • Client Service Coordinator: A. M.

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