Shane Mason

Shane Mason's Title

Shane Mason is a Co-Founder of a financial advisory firm, bringing a wealth of knowledge and expertise to the organization. As a seasoned Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), and Certified Private Wealth Advisor™ (CPWA®) professional, Shane leverages his extensive credentials to provide top-tier financial advice and planning services.

Shane Mason's Background

Shane Mason began his career in the dynamic environment of start-ups in Austin, Texas, where he honed his skills in public accounting. He later moved to Brooklyn to deepen his understanding of New York taxes, further expanding his expertise. Shane spent seven years working with prominent firms such as PriceWaterhouseCoopers and Raich, Ende, Malter, where he developed a solid foundation in public accounting and financial planning.

Shane Mason's Expertise

Shane Mason specializes in providing financial services to self-employed creatives and tech professionals, helping them foster and manage their wealth effectively. His technical expertise in tax planning, combined with certifications such as Equity Compensation Associate and Certified Student Loan Professional, allows him to offer comprehensive and specialized financial advice. Shane’s focus on the technical elements of tax planning ensures his clients receive meticulous and well-informed guidance.

Shane Mason's Achievements

Throughout his career, Shane Mason has achieved numerous professional milestones. His certifications as a CPA, CFP®, and CPWA® highlight his commitment to excellence in financial planning. Additionally, his experience with top-tier firms like PriceWaterhouseCoopers and Raich, Ende, Malter showcases his ability to thrive in competitive environments. Shane’s move to Brooklyn to specialize in New York taxes further exemplifies his dedication to continuous learning and professional growth.