Ryan Mason is a dedicated Financial Advisor with 24 years of experience in the industry, currently serving at Apex Wealth Advisors. A native of Santa Rosa, CA, Ryan attended Cal Poly SLO and has remained in his hometown where he lives with his wife, Meg, and their two children, Jack and Sophia. The Mason family is also home to a lively group of pets, including four indoor cats named Chip, Cheese, Tootsie Roll, and Twix, as well an outdoor garden cat, Piper.
Ryan initially planned a career in education but found his calling in financial advising, combining his passion for teaching with his interest in investment markets. He specializes in individual and family retirement planning, as well as goal and scenario analysis and planning. Ryan holds Series 7, 66, and state insurance licenses, underscoring his comprehensive expertise in the field.
Outside of work, Ryan is an avid cyclist and food enthusiast who enjoys exploring Northern California's rich culinary scene. He values quality time in the gym with his son and supports his daughter Sophia’s artistic pursuits in theater, broadcasting, and dance.
Ryan’s approach to financial advising is client-centric and holistic, focusing on long-term relationships and personalized strategies that reflect each client’s unique circumstances and goals. He takes pride in educating his clients, empowering them with the knowledge to make informed decisions and feel confident about their financial futures.
At Apex Wealth Advisors, Ryan is known for his professional yet approachable demeanor, ensuring that clients feel valued and understood. His career is marked by deep relationships and a commitment to helping clients pursue financial independence and confidence, celebrating every client milestone as a testament to a fulfilling and impactful career.