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John Mason (CFP®)

John Mason focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Charitable Giving
  • Federal Employees
  • Generation X
  • Insurance Related Issues

Planning Specialties

John leads Mason & Associates as President and Senior Financial Planner, bringing over 15 years of specialized expertise in federal employee financial planning. A CERTIFIED FINANCIAL PLANNER™ since 2012, John has built a reputation for delivering comprehensive, client-centered guidance across tax, retirement, and estate planning.

John earned his Bachelor of Science in Business from Virginia Tech's Pamplin School of Business, where he also completed his CFP® education requirement. He is an Investment Advisor Representative and maintains a Virginia Life and Health Consultant License.

John is a member of the following professional organizations:

  • National Association of Personal Financial Advisors
  • XY Planning Network
  • Financial Planning Association

Additional Information

As co-host of the Federal Employee Financial Planning Podcast, John has become a recognized voice in the federal benefits space. He is a sought-after speaker at industry conferences and educational events for federal employees, and his insights have been featured in leading publications, including:

  • Kitces.com
  • US News & World Report
  • Money Geek
    • XYPN Radio
  • AP News
  • Investor's Business Daily

      • Outside the office, John and his wife, Sara, both Virginia Tech graduates, enjoy skiing, snowboarding, and exploring the outdoors in their camper. They're proud parents to a young son who's best friends with their golden retriever, Penny.

NAPFA Start Date

February 08, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2 Bayport Way, Suite 110 Newport News, VA 23606 Phone: (757) 223-9898
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