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Mason Mortimer, Financial Advisor

FINANCIAL ADVISOR
Mason G Mortimer

CFP®
43390 Business Park Drive, Suite 101, Temecula, CA 92590opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Charitable Giving

About Mason

The financial services world transitioned over the last decade. It used to be, "Come to us and we will show you where to invest your money." It has thankfully evolved into "Come to us and we will get to know you. We will find out who you are and what you are passionate about... and yes, we will still help you live the retirement you've always dreamed about!" My office manager, Amber Haggerty, and I want to be part of that mix for you. Come expecting to understand and be understood. Come expecting to become part of our family. Come...

Work History

  • Edward JonesJanuary 2006 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Missouri Western State CollegeBachelor of Science
  • Calvary Chapel Bible CollegeBachelor of Science

Personal Interests

  • Running
  • Volunteering
  • Traveling
  • Spending Time with Family
  • Hiking

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(951) 695-8844

Fax

(800) 245-4193

Office Address

43390 Business Park Drive
Suite 101
Temecula, CA 92590opens in a new window

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