Contact Joshua Mason

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Joshua Mason

Wealth Advisor

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

Joshua’s Form CRS