Shane Mason, Cpa, Cfp
About Shane Mason, Cpa, Cfp
Shane Mason is a Certified Public Accountant and co-founder specializing in wealth management for self-employed creatives and tech professionals, with a strong background in public accounting and tax planning.
Shane Mason, Co-Founder
Shane Mason holds the title of Co-Founder at his current organization. He leverages his extensive background and certifications to provide specialized financial services. His career encompasses various roles that demonstrate his expertise and leadership in accounting and financial planning.
Education and Certifications of Shane Mason
Shane Mason is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ (CFP®), and a Certified Private Wealth Advisor™ professional. Additionally, he is a Certified Student Loan Professional and an Equity Compensation Associate. These certifications underscore his comprehensive knowledge and commitment to his field.
Shane Mason's Professional Background
Shane Mason has accumulated significant experience in public accounting, having spent seven years at PriceWaterhouseCoopers and Raich, Ende, Malter. In his early career, he focused on working with start-ups in Austin, Texas, before moving to Brooklyn to deepen his understanding of New York taxation. His career trajectory reflects a balance of technical expertise and practical experience.
Shane Mason's Expertise in Financial Planning
Specializing in assisting self-employed creatives and tech professionals, Shane Mason helps clients foster wealth through effective financial planning. His focus on the technical elements of tax planning ensures that his clients benefit from precise and informed financial strategies tailored to their unique needs and circumstances.