Mason McCloskey
,
Wealth Management Advisor
555 California St
San Francisco, CA 94104
415.676.2501
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

Mason is a CERTIFIED FINANCIAL PLANNER professional who emphasizes creative, sophisticated wealth management strategies along with access to banking & lending services. Mason works with individuals, families and businesses who have experienced a sudden change of wealth or income to develop a sustainable financial strategy. As a financial advisor, Mason values transparency, constant learning and excellent service to all of his clients.

In his free time, he is an avid sports fan and golfer. On the weekends, he loves to cook his favorite recipes, try new restaurants and open a bottle of wine with his friends & family.

Prior to joining Merrill, Mason earned his B.S. in Economics, concentrating in Finance, from Cal Poly, San Luis Obispo.

*Banking and Lending Services are through Bank of America, N.A.

About Me
Welcome

As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.

Meet Our Professional Staff
Bethany A Jenkins
Business Manager
415.676.2581
George M Jieh
Registered Wealth Management Client Associate
415.676.2763
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Mason McCloskey is registered to do business in CA, CO, GA, IL, NC, NY, OR, TN, TX, VA, VT, WA, WI.