Mason Smith, AAMS®, CFP®

VP - Financial Consultant

+1 949-955-4083

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

4 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Financial Consultant Partner, Charles Schwab, 2023-2025
  • Client Relationship Specialist, Charles Schwab, 2022-2023
  • Commercial Middle Market Banking Intern, Fifth Third Bank, 2021-2021

Education

  • BA, Administration - Finance Concentration, California State University, San Bernardino
  • AA, Business Administration, San Bernardino Valley College
  • University of Georgia - Online CFP(R) Certification Program

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    El paso Operation Center
    P.O. Box 982600
    El Paso, TX 79998

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