As a financial advisor, Joshua Mason is driven by a desire to help his clients make sound, informed decisions that help them to reach their financial goals. Understanding that money is both a personal and emotional subject, he focuses on providing attentive and empathetic service so his clients feel at ease opening up about their finances. He sees money as a tool of empowerment and works closely with each client to create a tailored plan for building their wealth.
Born and raised in California, Mason developed his work ethic at an early age and is grateful to have been blessed with good health, a great education, and the support of a loving family. He graduated with cum laude honors from California Baptist University with a degree in Business Administration and Finance.
Mason lives in Eastvale and is looking forward to marrying his fiancé, Yesenia, in 2023.
Licenses + Qualifications
- Registered representative with LPL Financial
- Series SIE and Series 7 registrations with LPL Financial
- Series 66 registration with Strategic Wealth Advisors Group, LLC
- Life, health, and long-term care insurance licenses
Joshua Mason |California | 391 N. Main Street, Suite 107, Corona CA 92878 | CA Insurance License # 4200270