Charles W. Mason, founder of Mason & Associates, Inc., specializes in comprehensive wealth management, individual financial planning, and strategies to help clients achieve long-term financial security. He has over 40 years of experience in personal financial management and life planning. Charles majored in Business Administration at Montgomery College and the University of Maryland and studied finance while serving in the United States Air Force. Charles earned the designation of Certified Financial Planner (CFP®) in 1980 and Chartered Life Underwriter (CLU) in 1983. Charles is also an active member of the Financial Planning Association (FPA) and the American Society of Chartered Life Underwriters.

Charles has lived in Southern California for over 45 years. He served as the Commissioner for Glendale Parks and Recreation Commission, as Chapter President for the Crescenta Valley American Red Cross, and was a member of the Glendale Symphony Orchestra’s Board of Directors. He also served on the Verdugo Hills Hospital Board of Directors as Chairman of the Board. Charles enthusiastically supports Glendale Community College, spearheading a parking development project that gained national recognition. He was recognized by the City of Glendale with their Character and Ethics in Business Award for outstanding community leadership and for best exemplifying their guiding principles.

He was honored with the Outstanding Advisory Achievement Award as well as an outstanding leadership award by Transamerica Financial Advisors. He was also honored by Worth Magazine as a Leading Wealth Advisor in their 2022 debut issue.

Charles and his late wife were married for over 55 years, building a life together in Pasadena, California. They raised two sons, Brent & Thomas, and are proud grandparents to five grandchildren. Charles also has a passion for art and painting, often expressing his creativity through these media. He enjoys staying active as an avid Golfer and tennis player and stays engaged in his community. In addition, Charles is a skilled photographer, capturing moments with a keen eye for detail. With decades of experience in investment management and financial planning, he brings a wealth of knowledge to his professional endeavors. Above all, he remains closely connected to his family, cherishing the strong bonds they continue to share.

Charles’s life is also defined by his deep faith and devotion to his church community. His trust in God and commitment to his congregation continue to guide and strengthen him, reflecting the values by which he has lived his life.