![Charles William Mason](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Charles William Mason
Chief Executive Officer at
Mason & Associates, Inc.
Profile
Mr. Charles W.
Mason is a Founder at Mason & Associates, Inc. He specializes in comprehensive wealth management, individual financial planning, and strategies to help clients achieve long-term financial security.
He has over 40 years of experience in personal financial management and life planning.
He served as the Commissioner for Glendale Parks and Recreation Commission, as Chapter President for the Crescenta Valley American Red Cross, and was a member of the Glendale Symphony Orchestra’s Board of Directors.
Mr. Mason also served on the Verdugo Hills Hospital Board of Directors as Chairman of the Board.
He received his undergraduate degree from the University of Maryland.
Charles William Mason active positions
| Companies | Position | Start |
|---|---|---|
Mason & Associates, Inc.
 Mason & Associates, Inc. Investment ManagersFinance Mason & Associates has an investment philosophy which is grounded in Modern Portfolio Theory which, in turn, is backed by Nobel Prize winning research and expertise. They use this theory of market returns and risk to develop a Life Plan with asset allocations that fit each client's current situation and future goals. The firm also generates a customized IPS (Investment Policy Statement) tailored to each client’s specific objective. | Chief Executive Officer | 01/01/2006 |
Training of Charles William Mason
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
65
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mason & Associates, Inc.
Mason & Associates, Inc. Investment ManagersFinance Mason & Associates has an investment philosophy which is grounded in Modern Portfolio Theory which, in turn, is backed by Nobel Prize winning research and expertise. They use this theory of market returns and risk to develop a Life Plan with asset allocations that fit each client's current situation and future goals. The firm also generates a customized IPS (Investment Policy Statement) tailored to each client’s specific objective. | Finance |
- Stock Market
- Insiders
- Charles William Mason
