Andrew G. Mason, CFP®

VP - Sr. Financial Consultant

+1 617-960-5206

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

38 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2008-present
  • Vice President, Fidelity Investments, 1986-2007

Education

  • BS, Management, Bentley University

Personal interests and affiliations

  • Financial Planning Association (FPA)

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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