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 passionate about helping others attain financial freedom and sleep peacefully at night. She believes in leveraging technology to develop plans and portfolios with the highest probability of success that are catered to a Client’s unique needs while never compromising on the human side of successful financial management: high touch communication, active listening, availability, proactive problem solving and quality time.

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.