Mason Arnold, CFP®, APMA®
Portland,OR
Summary
Certified Financial Planner™ with a strong foundation in comprehensive financial planning, client acquisition, business development, and operational excellence at a highly regarded organic-growth wealth management firm. Proven track record of generating new business, building lasting client relationships, and delivering complex planning strategies across retirement, investment, tax, estate, and business planning disciplines to HNW clientele. Known for a growth-oriented mindset, entrepreneurial drive, and ability to thrive in fast-paced, team-based environments. Experienced in mentoring and developing newer advisors and support staff, fostering collaboration, and contributing to the continued growth and success of the firm while helping clients achieve what's most important to them.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Financial Advisor / Paraplanner
AIM Wealth Advisory Group
06.2021 - Current
- Hired and mentored by the #1 Forbes and #2 Barron's Financial Advisor in Oregon, Daniel Ruediger.
- Lead advisor, co-advisor, and paraplanner to over 110 client households and over $155 million AUM.
- Extensive experience working with HNW clientele.
- Developed deep experience in the full client engagement cycle: prospecting, converting, onboarding and gathering client data, building of the comprehensive financial plan, development and presentation of specific strategies, implementation of strategies, and continued fostering of long-term client relationships.
- Cultivated a strong pipeline of new clients via referrals, seminars and workshops, strategic alliances, and centers of influence.
- Advanced knowledge of multiple planning software, including: Naviplan, MoneyGuide Pro, MoneyGuide Pro Wealth Studios, Holistiplan, BlackRock Aladdin, Morningstar, etc.
- Developed extensive knowledge and expertise in all areas of the financial planning process, most notably strategic tax planning
- Established a niche expertise in the area of small business planning
- Gained extensive knowledge and experience in business development and operations of a large, organic growth firm
- Led initiatives to enhance financial advice within the advisory team and optimize operational efficiency amongst support staff, driving improved results for clients and growth for our firm.
- Mentored junior advisors and paraplanners in client relationship management and the comprehensive financial planning process from beginning to end.
Secretary
George Fox University
08.2019 - 04.2021
- Updated spreadsheets and created presentations to support professors and boost department productivity.
- Responded to emails and other correspondence to facilitate communication and enhance processes.
- Provided onboarding and training for new support staff.
- Entered data into system and updated student contacts with information to keep records current.
- Maintained office supplies inventory by checking stock and ordering new supplies.
- Handled daily scheduling tasks and provided administrative support for entire College of Business.
Baseball Player
George Fox University
08.2018 - 04.2022
- Demonstrated exceptional teamwork
Education
Bachelor of Science - Financial Planning
George Fox University
Newberg, OR04.2022
Skills
- Growth-Oriented
- Ambitious
- Agile
- Client Acquisition
- Client Retention
- Comprehensive Financial Planning
- Strategic Tax Planning
- Leadership
- Team Building
- Team Development
- Detail-Oriented
- Time Management and Prioritization
- Critical Thinking
- Public Speaking
Certification
- CFP - Certified Financial Planner
- APMA - Accredited Portfolio Management Advisor
- Series 66
- Series 7
- SIE
- Oregon Health & Life Insurance
Timeline
Financial Advisor / Paraplanner
AIM Wealth Advisory Group
06.2021 - Current
Secretary
George Fox University
08.2019 - 04.2021
Baseball Player
George Fox University
08.2018 - 04.2022
Bachelor of Science - Financial Planning
George Fox University