Chase Mason Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ @ Elite Advisory Group, LLC.
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Chase Mason Location
- San Diego, CA, US
Chase Mason Work
- CERTIFIED FINANCIAL PLANNER™ @ (May 2019 - Present)
- CERTIFIED FINANCIAL PLANNER™ @ (March 2021 - September 2022)
- Senior Account Executive @ (September 2021 - August 2022)
- Financial Advisor @ Cambridge Financial Advisers (October 2017 - March 2018)
- Paraplanner @ (May 2017 - September 2017)
Chase Mason Education
- Utah Valley University
Minor (Business Management)
- Utah Valley University
Bachelor's Degree (Personal Financial Planning)
Chase Mason Summary
- Chase Mason, based in San Diego, CA, US, is currently a CERTIFIED FINANCIAL PLANNER™ at Elite Advisory Group, LLC.. Chase Mason brings experience from previous roles at Aloha Wealth Partners , Broadridge Advisor Solutions, Cambridge Financial Advisers and Elite Advisory Group, LLC.. Chase Mason holds a Minor in Business Management @ Utah Valley University. Chase Mason has 1 emails and 3 mobile phone numbers on RocketReach.
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