Mason McKown

Mason works with clients to instill a feeling of confidence in their family’s financial future by creating a plan individually structured to help achieve each of their goals. He feels that he earns clients’ trust and loyalty by demonstrating an elite level of professionalism and ethics. He believes that clients value their relationship with Mason because he understands their unique needs, looks out for their best interest, and motivates them to make positive changes in their financial lives.

Clients seek Mason’s advice particularly after experiencing a change in employment, family, or lifestyle which has prompted them to reassess the organization and management of their assets. Combined with the industry leading resources of Merrill Lynch Wealth Management, Mason’s guidance relieves the burden of being the sole caretaker of one’s entire financial life. Working with Mason allows clients to spend more time with their families, enjoy their hard earned success, and do the activities they love.

Passionate about delivering excellent service, Mason holds the CERTIFIED FINANCIAL PLANNER^™ certification and a B.A. in Philosophy with a concentration in Ethics from the University of California at Santa Barbara. He is a past-President of Campbell Rotary and enjoys fitness, music, and anything outdoors. Mason is a native of Silicon Valley where he lives with his wife, two kids, and golden retriever.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Rotary . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.