Mason Thomas Steele

“Finance has Ripple Effects…”

This philosophy stems from Mason’s upbringing: a moment of his life in which financial security was not built through the pavement of planning and investing, but purely through ceaseless hard work where the waves from minor details to life altering decisions trickle down through generations.

Shifting the negative impact of these ripple effect in a more positive light creating a cascade of right decisions flowing through to generations to come.

Challenging the perceived interpretation of financial planning as a “luxury” and “privilege” Mason aims to revert this falsified perception into an opportunity for individuals and families to pave a path that accommodates for their future aspirations and unprecedented events.

With his ambition of making financial security available to anyone seeking it, Mason graduated from California Baptist University with a degree in Finance and a minor in Spanish. Outside the business, Mason spends his time indulging in his passion for soccer coming from his roots of Argentina, where much of his family still lives. The source that powers Mason’s passion stems from his faith in Christ and desire to love God and all those around him.