Tim Mason,
ChFC®, CLU® Managing Partner, Springs Wealth Group Certified Financial Planner®Tim believes his depth of experience in serving the financial needs of his clients is evidenced in his many professional accolades. Holding Certified Financial Planner®, Chartered Financial Consultant™ and Chartered Life Underwriter® designations in addition to a bachelor’s degree in finance from Boston College, he feels his credentials speak for themselves. But most important to him is the positive impact he’s able to have on the financial lives of his clients.
Tim spends each day helping clients make sound financial decisions, informed by a strategic roadmap that leads toward their distinct financial goals. He provides personalized wealth strategies , diving deep into every client relationship and serving as a financial therapist for each client.
Outside of work, Tim spends as much time as he possibly can with family. He enjoys golfing and skiing, as well as coaching his son’s football team. He has given many hours throughout his career to the local chapter of United Way.
Originally from Colorado Springs, Tim currently lives in Columbine Valley with his wife, Amy, and kids, Elle, Camden and Rowan.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.