Meet Fresno Financial Advisors
Fresno Financial Advisors is dedicated to assisting those nearing and in retirement discover the tools, plans, and services that can help them work toward their goals. Read below to meet our founder, Sean Mason, and his associates.
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Investment Advisor Representative
After attending the Craig School of Business at California State University, Fresno, Sean built a successful advertising company, serving companies throughout California. In 2002, he switched gears to pursue a career in financial services. Working with some of the premier financial organizations in the country, Sean soon found his passion for training other financial professionals.
With his consulting background and experience in the development of complex financial strategies, Sean advises a broad range of affluent families. He continues his passion for financial education and awareness through volunteering for community educational outreach programs.
Sean enjoys taking advantage of all that the central valley has to offer, from hiking in Yosemite and water skiing in the surrounding lakes, to frequenting the local restaurants and entertainment venues.
Vicky comes to Fresno Financial Advisors with over 20 years experience in business management. Her background as a small business owner provides the capacity to serve clients in a professional manner with a personal touch. She has expanded her knowledge of business and human resources to include personal finance. Her understanding of the importance of financial planning and her passion for developing relationships have proven to be integral in the building of strong client relations.
In her spare time, Vicky enjoys travel, water and snow sports, working in her always-expanding home garden, and spending time with family and friends.
Michelle joined Fresno Financial Advisors as our Insurance and Annuity Specialist. Prior to joining Fresno Financial Advisors, Michelle worked in the Title Insurance sector as a Division Manager for over 20 years. She focused on educating and servicing investors, attorneys, real estate brokers, accountants, and financial advisors. Michelle also has experience as a paralegal, having worked in medical malpractice, estate planning, and insurance defense.
In her spare time, Michelle enjoys traveling, gardening, and spending time with her family. She has 2 children and a soon to be daughter-in-law.
Jeannett joined Fresno Financial Advisors as our Senior Client Specialist, and bring with her experience in the compliance and legal fields. She worked as a compliance specialist for one of the top alcohol compliance companies in the industry. Jeannett also has experience as a paralegal, having worked in family law, estate planning, and probate.
In her spare time, Jeannett enjoys spending time with her family, traveling, and being to the beach. She has two children and a grandson. Her son is in the U.S. Marines, and her daughter is currently in law school. Her grandson is the apple of her eye.