Contact
New York NY, 10018
212-625-1200
Andrew Mason, CFP®
Advisor
“One of my core beliefs is that everyone deserves a shot financial health. The financial world can almost feel designed to be complicated, so distilling financial decisions from cold numbers and percentages to tangible results and actions that people can feel and understand is so important. I love connecting with people and understanding their unique financial goals, and I believe RWM puts their people in the best position to lead financially healthy lives.”
“Without a doubt, creating relationships with clients is the best part of this job. Every client has a story and I want to hear it. Working together to find clarity, understanding, and a sense of financial comfort is extremely rewarding.”
“I’m a college sports junkie, so I’m probably rooting on my beloved Kentucky Wildcats. You could also find me on a walk or headed to a workout class with my fiancée, or getting together with family and friends for a drink and a good meal.”
8 Years
University of Kentucky, Finance & Accounting
CERTIFIED FINANCIAL PLANNER®
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