NEWPORT NEWS, Va.--()--JOHN MASON, CFP®, Investment Advisor Representative at Mason & Associates, LLC, in Newport News, Virginia, has been authorized by the Certified Financial Planner Board of Standards to use the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in accordance with CFP Board certification and renewal requirements.
These marks identify those individuals who have met the two year experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Since joining Mason & Associates, LLC/Centaurus Financial, Inc., in May 2010, Mr. Mason fulfilled the rigorous experience requirement. Mason & Associates, LLC, is a financial services firm specializing with federal employees and is directly responsible for creating the Roth Thrift Savings Plan (TSP), which allows federal employees to invest dollars on an after-tax basis, to grow their investment tax-deferred, and to make withdrawals tax-free. Taking an essential part in the family business, John has been building his client base and working closely with President Michael Mason, CFP®, CLU, ChFC, and Vice President Kenneth Mason. John is also the specialist for clients who are employees of locally based Huntington Ingalls Industries.
John Mason is a graduate of Virginia Tech’s Pamplin School of Business where he received his Bachelor of Science in Business as a Finance major and completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) education requirement. In November 2010, he successfully passed the comprehensive CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. In continuing the commitment at Mason & Associates, LLC, John is fully prepared to help clients understand and shape a financial plan to address each unique need and financial goal.
Securities offered through Centaurus Financial, Inc.
Member of FINRA and SIPC
Mason & Associates, LLC, and Centaurus Financial, Inc., are not affiliated companies.