About Us

  • Mason & Associates, Inc. was founded in 1989, specializing in Life Planning for individuals, families and small businesses. Life Planning places a person's core life values at the heart of the advice process and focuses on the human aspects of financial planning.


As a client, your personal story is key to our planning process. That is why we strive to build a close relationship that will encompass every aspect of your life. Together with our team of professionals, we guide you through the process of identifying what is important to you, your goals, your dreams. We then put into place a financial road map to set you on your way towards achieving your objectives.

Our responsibility does not end there. As you encounter bumps in the road, changes in goals or any other road blocks, we are there to offer advice and guidance. We are there to celebrate your successes and cope with your challenges. We work alongside your other professionals such as your attorney and your CPA® to be sure all of your legal and financial needs are aligned.


Resources & Tools

As part of our services to our clients, we provide articles about important topics that impact our client's financial well-being, market data and financial calculators to assist our clients in their Life Plan.

Risk Analysis

Risk is a very important element to life planning. We use cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. This helps us ensure that your portfolio aligns with YOUR investment goals and expectations.

Together, we can take the guesswork out of your financial future.

View More

Featured News

We strive to have the most well informed clients in the industry. Here, you will find a list of recent news articles that are relevant and applicable to your financial outlook.

View More

Financial Calculators

Many people compare investing and finance to a complicated math class. The sheer amount and type of numbers can be overwhelming. In this section you will find a comprehensive group of calculators designed to help you visualize how to achieve your goals and understand the fundamentals of money.

View More

Careers & Positions

At Mason & Associates, our clients are at the center of everything we do. Our focus is on helping each one find the best financial solutions. We invite you to enhance your career with us while assisting clients in focusing on what matters to them most.

Current Positions Available

Coming Soon

Contact Us

Who We Assist

At Mason & Associates, we provide comprehensive Life Planning for individuals, families, multi-generational families and businesses and business owners. We provide advice on estate planning, charitable gifting, retirement planning, college funding, business retirement plans and succession planning.


Whether you are planning for retirement or ensuring that your children's college education is properly funded, we provide you with comprehensive wealth management to plan for these life events.

Learn more


We provide your business with the right retirement plan for you and your employees. We advise you on the proper investment choices, providing education for your employees on your behalf.

Learn more


7474 North Figueroa Street
Los Angeles, CA 90041

Phone: 323.254.3072
Toll Free: 888.988.401K
Fax: 323.395.0714

Members Of