COURTNEY MASON

Courtney founded CMC Advisors in 2019 to freely practice customized Financial Planning and Active Portfolio Management in the way she believes best serves her Clients.

Courtney is passionate about helping others do better at what they do best. She does this through providing financial tools, planning, management and advice that allow people to thrive and spend more time on the things they care about most.

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 investment related, you will likely find her at the golf course, in the gym or spending time with people she cares about.