What is Mason and Associates, Inc.'s NAICS code?

Mason and Associates, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Wealth Planning Focus Target clients seeking comprehensive, fee-only investment advisory and holistic financial planning across investments, estate, retirement, and succession planning, highlighting Mason and Associates as a fiduciary partner with a client-centric process.

Client Relationship Position as a relationship-driven firm that emphasizes personalized financial roadmaps and life-stage goals, offering a consultative selling angle to convert prospects seeking tailored, long-term planning.

Geo-Focused Compliance Leverage the firm’s federally registered investment advisor status serving multiple states to pursue targeted outreach in AZ, CA, CO, IL, IA, NV, NJ, and TX, aligning needs with state-specific regulatory and planning considerations.

Tech + Security Highlight technology stack and security awareness to reassure prospects; potential cross-sell opportunities with advisory platforms, cybersecurity training for staff, and client-facing digital onboarding to improve efficiency and trust.

Mid-Market Growth Identify growth opportunities among high-net-worth individuals and business clients, leveraging the firm’s 30+ years of experience to upsell advanced planning services, business continuity planning, and wealth transfer strategies to competitors’ clients seeking personalized service.

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Mason and Associates, Inc. Tech Stack

Mason and Associates, Inc. uses 8 technology products and services including iCIMS, Amazon Web Services, Joomla, and more. Explore Mason and Associates, Inc.'s tech stack below.

iCIMS
Applicant Tracking Systems
Amazon Web Services
Cloud Hosting
Joomla
Content Management System
WordPress
Content Management System
Microsoft 365
Email
Constant Contact
Marketing Automation
KnowBe4
Security
Vimeo
Video Players

Mason and Associates, Inc.'s Email Address Formats

Mason and Associates, Inc. uses at least 3 email formats:

Mason and Associates, Inc. Email Formats	Example	Percentage
FLast@masonlifeplanning.com	JDoe@masonlifeplanning.com	82%
First@masonlifeplanning.com	John@masonlifeplanning.com	13%
FirstLast@masonlifeplanning.com	JohnDoe@masonlifeplanning.com	5%

Frequently Asked Questions

What is Mason and Associates, Inc.'s phone number?

You can contact Mason and Associates, Inc.'s main corporate office by phone at

+1-323-254-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Mason and Associates, Inc.'s official website and social media links?

Mason and Associates, Inc.'s official website is masonlifeplanning.com and has social profiles on LinkedIn.

How much revenue does Mason and Associates, Inc. generate?

As of October 2026, Mason and Associates, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Mason and Associates, Inc.'s SIC code and NAICS code?

Mason and Associates, Inc.'s SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Mason and Associates, Inc. have currently?

As of October 2026, Mason and Associates, Inc. has approximately 21 employees across 3 continents, including North America, Europe and Africa. Key team members include Founder/Structural Engineer: P. M., Owner: A. M. and Owner: G. M. Explore Mason and Associates, Inc.'s employee directory with LeadIQ.

What industry does Mason and Associates, Inc. belong to?

Mason and Associates, Inc. operates in the Financial Services industry.

What technology does Mason and Associates, Inc. use?

Mason and Associates, Inc.'s tech stack includes iCIMS, Amazon Web Services, Joomla, WordPress, Microsoft 365, Constant Contact, KnowBe4 and Vimeo.

What is Mason and Associates, Inc.'s email format?

Mason and Associates, Inc.'s email format typically follows the pattern of FLast@masonlifeplanning.com. Find more Mason and Associates, Inc. email formats with LeadIQ.

When was Mason and Associates, Inc. founded?

Mason and Associates, Inc. was founded in 1989.

Mason and Associates, Inc.

Q: How many employees does Mason and Associates, Inc. have currently?

Mason and Associates, Inc. has approximately 21 employees.

Q: What technology does Mason and Associates, Inc. use?

Mason and Associates, Inc.'s tech stack includes jQuery CDN, Underscore.js, Twemoji, LogMeIn, Google Tag Manager.

Financial ServicesCalifornia, United States11-50 Employees

Mason and Associates, Inc. operates in the financial services sector with a focus on investments, wealth management, insurance, estate planning, retirement planning, and business continuity planning. The firm emphasizes a client-centered approach, aiming to understand each individual’s life story to guide the development of a financial roadmap that aligns with personal goals and objectives. It serves residents in multiple states as a federally registered, fee-only investment adviser, positioning itself as a fiduciary-oriented partner in comprehensive financial planning. Based in Los Angeles, California, the company has been operating for more than three decades and serves a client base ranging from individuals to small to mid-sized households seeking integrated planning across several financial disciplines.