Alexander Mason

As a Financial Advisor, Alex has been guiding high-net-worth individuals and families through the complexities of wealth management since 2018. He specializes in developing tax-efficient strategies, managing concentrated stock positions, SEC compliance, and advising on estate planning strategies, charitable giving, and multi-generational wealth transfer.

Raised by a single immigrant mother, Alex developed a deep appreciation for financial independence early in life. Today, he brings that perspective to his work, helping clients navigate their financial journeys with clarity, empathy, and transparency. Recognizing that finances are often one of the most sensitive parts of one’s life, he takes pride in being a constructive confidante for his clients.

Alex earned his degree in Finance with a concentration on Financial Planning from California State Northridge (CSUN). Originally from Krasnodar, Southern Russia’s cultural and economic hub, Alex later moved to San Francisco before making Los Angeles his home. There he met his wife, Shannon, and welcomed Bear, their energetic Golden Retriever, into the family.

Outside of work, Alex enjoys spending quality time with his family exploring new destinations, attending live music and stand-up comedy shows, watching films, and playing tennis.