SM
SM

Sean Allen Mason

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,011 clients
Average Client Portfolio
$185K average
Assets Under Management
$187.1M

Fee Structure

Minimum Investment:$50K
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Location

5260 N. Palm Avenue, Suite 320, Fresno, CA, 93704

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Sean is an insurance agent since 2002, selling insurance and annuities under the name Fresno Financial Advisors. He also provides financial education through workshops and seminars with the Society of Financial Awareness, for which he receives no compensation.

Employment History
Current Registrations
Motiv8 Investments LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Creativeone Wealth, LLC
July 2020 - September 2022 · 2 yrs 2 mos
Retirement Wealth Advisors, INC.
March 2017 - July 2020 · 3 yrs 4 mos
Phi Beta Kapital Investments, INC.
September 2014 - March 2017 · 2 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.