Marla Mason has a diverse background of professional, educational and financial experience. She develops personalized financial plans and investment strategies for her clients. Areas of expertise include comprehensive financial planning, asset diversification, retirement goal planning.
Her business experience ranges from large corporate management positions to small business owner. She spent several years managing as many as 375 technical professionals across the country in the telecommunications industry. She opened and operated a successful mid-size hospitality business in New England for seven years before moving to Colorado, becoming a financial planner, and building her dream home.
Marla's financial industry experience began in a major financial firm where she received significant training in financial planning, markets, and products. She then worked at a regional broker dealer for many years before joining A&I Financial in May 2017. Marla teaches financial planning courses to industry professionals seeking the Certified Financial Planner ® designation. She maintains her FINRA Series 66 and Series 7 licenses and insurance and long-term-care licenses in several states.
Marla received her Master's Degree in International Business from Saint Mary's College in California where she graduated with honors. She holds a Bachelor's Degree in Mathematics with a minor in Computer Science.
On a personal basis, Marla is a seventh generation native Californian. She has two married sons and four grandchildren. She lives with her husband, dogs & Arabian horses in Conifer, Colorado.
Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A&I Financial Services LLC, registered investment advisor.