COURTNEY MASON

Courtney founded CMC Advisors to freely practice Financial Planning and Active Portfolio Management in the way she believes best serves her Clients.
Courtney is a
CERTIFIED FINANCIAL PLANNER™, Chartered Market Technician®, Chartered Retirement Planning Counselor™, Accredited Wealth Management Advisor™ and Accredited Asset Management Specialist™.
The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.
The Chartered Market Technician® is a designation for technical analysts awarded by the CMT Association. Those who earn a CMT demonstrate mastery of investment risk in portfolio management, including quantitative approaches to market research and rules-based trading system design and testing.
If Courtney isn’t doing something investing related, you will likely find her at the golf course, in the gym or spending time with people she cares about. stand out

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Okapi LLC DBA CMC Advisors is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice forcompensation, will not be made without registration or exemption.

Specific holdings, industry weightings, investment returns, and other portfolio characteristics will vary. Clients should rely on the quarterly reports provided by CMC Advisors for information relating to a specific account. Our standard fee schedule, as well as other information about our business, is contained in our form ADV Part 2A and available upon request.