Steven Mason is a financial advisor and insurance specialist. Before transitioning into the financial industry, Steven worked in the real estate sector as a mortgage loan officer, helping hundreds of people accomplish their home-ownership goals. During this time, he developed a passion for helping investors and families meet their financial goals. Understanding that every person’s financial situation is different, and requires specialized care and attention to detail.
Steven is both Series 7 and 66 licensed with FINRA the the SEC, and holds his life and health insurance licenses in Arizona. He also is a licensed real estate agent in Arizona. Steven has extensive experience working with real estate professionals, business owners, growing families, and seasoned investors.
When not in the office, you can find Steven exploring the outdoors. He is an avid hiker and outdoorsman. Him and his wife and daughter love to go to National Parks; with Steven working towards his dream of visiting every National Park in the country.
