youtube 04 facebook 03 linkedin 02 consultation 05

 

Marla Mason, CFP®

Wealth Manager CFP Logo

Marla1

Phone: 303-690-5070
Fax: 303-699-8945
E-mail: marla@assetsandincome.com

 

 

 

 

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.

header periscope

Each new edition of our Periscope Weekly Investment Blog is available on our website. In addition, use the link below to sign up for weekly e-mail delivery of the complete newsletter. Stay informed!
Read recent newsletters
Sign up here
Request a consultation

Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free

 

 

 

 

 

An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
Learn more