Mason Samuels is passionate about helping individuals, families, and business owners in working towards their financial goals. He specializes in both assisting clients with identifying, understanding, and implementing practical and realistic wealth building plans, as well as retirement income planning and wealth preservation strategies for pre-retirees and retirees.
Mason is also a SmartVestor Pro for the Dave Ramsey Show, in the area of investing. Mason believes in time tested Biblical principles and truths, and he thrives on long-term relationships built on trust, integrity, customer service, and respect. He pours out all he can into each of his clients, and their well being is of utmost importance to him.
Mason’s pride and joy are the women in his life. He and his wife, Katie, have four precious angels – Tyla Bray, Macie Drey, Jada May, and Tavie Shay. Mason has been, and continues to be, an active member in his community. Mason has been a head football coach at a local private Christian high school for nearly a decade. He and his beautiful wife have led the Dave Ramsey Financial Peace University courses at their church for each of the past 10 years, and their family serves annually at various events through both their church and other non-profit organizations.
Mason graduated from MidAmerica Nazarene University with a BA in both Business Communications and Business Administration. Mason is a registered representative with LPL Financial (a registered broker/dealer, member FINRA/SIPC). He is a Chartered Retirement Planning CounselorSM. He holds Series 6, 7 and 66 securities registrations with LPL Financial, as well as Life/Health/Long-Term Care Insurance licenses. He’s currently registered in AK, AZ, CA, CO, FL, KS, MO, ND, NM, OR, TX, UT, VA, WA, and WY.
The ChFC program is administered by the American College, Bryn Mawr, Pennsylvania. This designation has the same core curriculum as the CFP® designation, plus two or three additional elective courses that focus on various areas of personal financial planning. In addition to successful completion of an exam on areas of financial planning, including income tax, insurance, investment and estate planning, candidates are required to have a minimum of three (3) years of experience in a financial industry position.
Mason Samuels, CRPC®
LPL Financial Advisor
E-Mail: [email protected]
Mobile: (720) 217-9541
True Wealth Advisors Inc.
8301 E. Prentice Ave., Suite 403
Greenwood Village, CO 80111
*Dave Ramsey is not affiliated with LPL Financial, and the views of Dave Ramsey do not necessarily reflect the views of LPL Financial