RYAN L. MASON, CFP®, AAMS®
Ryan has served in the financial industry since 2000. He takes pride in helping clients reach their financial goals through customized wealth planning, using sound risk management and disciplined investment strategies. He specializes in working with business owners, corporate executives, and retirees to create the financial future they desire. Believing a team approach serves clients best, he focuses on collaborating with tax, estate, and other trusted professionals to get the results clients are looking for. Ryan is also active within the community, serving as President of Longmont Rotary in 2016-2017 and as President of the Board of Directors for OUR Center from 2017-2019. Securities offered through LPL Financial, member FINRA/SIPC. . Investment advisory services offered through Independent Advisor Alliance, a registered investment advisor. Vivant Financial Services and Independent Advisor Alliance are separate entities from LPL Financial. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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