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Van Mason, CFP®, CLU, MBA

Van Mason, CFP®, CLU, MBA

President | Registered Principal

Van Mason is a CERTIFIED FINANCIAL PLANNER™ professional, counseling individuals, professional practices and small business owners as they transition towards retirement. His mission statement is simple: “Integrity First, Planning Second, and Product Third”.

Van received his bachelor’s degree from Portland State University in 1971, spending his junior year at the University of Pavia, in Italy. His Master of Business Administration is from the University of Oregon.

Van’s comprehensive grasp of financial issues originates from his role as Partner and President of Mason-Daane-Hucke, Inc. He guided the development of this construction products firm as it grew to incorporate three additional companies with offices in Los Angeles, San Francisco, Portland and Seattle. While the overall experience in this industry was very positive, Van felt that the distribution of products lacked any personal involvement in people’s lives. He sold his partnership interests in 1997, and soon established himself as a leader in the financial advisory profession.

“Unwavering integrity, careful financial planning, independent access to investments, and active portfolio management form the foundations of our client relationships; there can be no shortcuts. We take our fiduciary duty very, very seriously.”

To contact Van Mason please send him an email at