Timothy Mason, CFP®, ChFC, CLU

 My name is Tim Mason. Welcome to my website. 

As an AXA Advisors Financial Consultant and active member of the Colorado Springs community, I am dedicated to helping individuals and businesses build their financial futures.

I recieved my Bachelor of Science in Finance from Boston College. During my 12-year career I have regularly attended industry training and certification programs so I remain at the top of my field. This includes completing the curriculum and passing the rigorous exams for the:

• CERTIFIED FINANCIAL PLANNER™, (CFP®)
• Chartered Life Underwriter (CLU), The American College
• Chartered Financial Consultant (ChFC), The American College
• FINRA registration: Series 6, Series 7, Series 53, Series 66, Series 24
  

Along with my academic achievement and financial certifications, I have the distinction of being a member of AXA's Paramount Planning Group.

The Paramount Planning Group is a select group of financial professionals affiliated with AXA Advisors, LLC who are distinguished as exceeding the highest standard of experience, knowledge and service in the industry. We are motivated and highly experienced, with the ability to meet and exceed both the simple and complex needs of our clients. There is no client need too great or too small, from sophisticated strategies to traditional applications, we do it all.  We are committed to providing our clients with the highest level of innovative, professional and quality service.

My education, experience and professional affiliations have fostered my practical approach to offering financial advice and planning services to my clients. Rather than recommending a hodgepodge of unrelated products, I will first consider your specific financial goals.  Working together, we formulate a strategy to help you achieve your goals. Then, as a Financial Consultant of AXA Advisors, LLC, and an agent of the AXA Network, LLC, I will recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:

• Member - Colorado Springs Chapter, National Association of Insurance and Financial Advisors
• Chairman of the Pikes Peak United Way’s Alexis de Tocqueville Society  
• Past Youth hockey coach for the Pikes Peak Miners
• YMCA Metro Board Member
  

Thanks for visiting.

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo) ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.