Qualifications

Curtis Mason, Certified Financial PlannerTM 
Securities licensed, and Oregon, Washington, Colorado life/health insurance licenses
Accounting & Finance Associates Degree Corban University 2001
Licensed Investment Advisor Representative since 2002
  • Curtis is dedicated to developing lasting relationships with all his clients.
  • He believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process.
  • One of the benefits of working with Curtis is his ability to provide clear, easily understood explanations of financial products and services.
  • The personal program that Curtis can provide is a roadmap to working toward a more secure financial future.