Timothy Mason, CFP®, ChFC, CLU
For the past 20 years, Tim has proudly served the various financial needs of his Denver and Colorado Springs communities as a Financial Advisor specializing in designing strategies focused on multi-generational wealth transfer. The vision and purpose of his practice is to partner with committed individuals and families to create financial freedom and abundance. “When something important happens in my clients’ lives, I want to be one of the first people they call.”
Strategic Financial Partners and Bob Book welcomed Tim to their organization in August 2016. Combining forces Tim, Bob, and their respective team of highly experienced individuals work alongside clients in developing financial plans, managing investment portfolios, creating & implementing estate plans and business succession strategist, 401(k) plan consulting & retirement planning, along with endowment & foundation services.
As a Magna Cum Laude graduate of Boston College, Tim has continued to reach the highest levels of advancement within his career. Along with his academic achievements and financial certifications, he was inducted into AXA Advisors’ Hall of Fame in 2009, achieved the Order of Excalibur in 2014, and had the distinction of being a member of AXA’s Paramount Planning Group; a distinguished level of recognition earned by only those who qualify with standards and experience.
Tim’s education, experience, and professional affiliations have fostered the ability to deliver a practical yet unique outcome-based approach for his clients. The objective is to develop a strategy together that will be honored with continual due diligence and exceptional service.
Beyond the scope of his business talents, Tim has served on the Board of Trustees of the Pikes Peak United Way, YMCA of the Pikes Peak Region, and the Resource Exchange.
Tim resides in Denver with his lovely wife Amy, and their two children; daughter Elle (6) and son Camden (3).
- CFP®,ChFC, CLU
- FINRA: Series 6, Series 7, Series 53, Series 63, Series 65, Series 24
Tim is a registered representative and investment advisor representative of Securian Financial Services, Inc.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.