David W. Mason, CFP®, CDFA™
Board Member
Financial Advisors, Inc

David W. Mason is a Certified Financial Planner ®, who has been serving clients throughout Washington, Oregon, California, Idaho and Utah since 1979.

David’s practice is concentrated in long-term financial and investment planning for individuals, families and small business.  He has an extensive education in the areas of estate planning, including, Generational Legacy Planning which focuses on passing family values in addition to avoiding estate taxes to the greatest extent possible. 

As a Certified Divorce Financial Analyst, David specializes in the division of assets, financial and tax issues relating to divorce in order to assist clients to reach an equitable solution for both parties.

Risk management, tax strategies, and retirement options are additional services provided. 

David holds Series 7, 24, & 63 Security and life and health insurance licenses.

Professional involvement includes membership in the Financial Planning Association and the Clark County Estate Planning Council. 

He has been chairman of and served on various committees for the Vancouver Chamber of Commerce and SWIFT (Southwest Washington Independent Forward Thrust).  David also serves on the board of Big Brothers Big Sisters Northwest.