ABOUT

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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Sean Mason Fresno Financial Advisors
Sean Mason Fresno Financial Advisors

Sean Mason

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 Turley

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 Novielli

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 Schales

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.

Testimonials:

My husband and I are within ten years of retirement. We realized we didn't know how to retire, or how to manage our investments to carry us through retirement.

We attended one of Sean's courses at Fresno State and now have a much better plan in place. We have learned a lot about when to retire, and how our money can work for us.

Sean is a great teacher and we absolutely love working with the staff. You will too! -Catherine G.

Testimonials:

Thank you Sean and your team, for always being up-front, transparent, and honest regarding our life savings/nest-egg. With all the current craziness, I feel we are Blessed to have you guys watching after our future!  -Blair R.

Testimonials:

Throughout my 40 year career in a single industry, I needed to be able to excel in many business/management disciplines. Finance was not one of them. Until I met Sean, I had no idea I was able to retire. He showed me how I can retire and live a comfortable life. A year later, I am pleased to find that he was right, and my wife and I are comfortably and happily retired, and have the confidence in our future.  -Dan W.

Testimonials:

I want to thank all of you for your hard work putting this together for me. If I'm being honest, I was a bit anxious going through this process.  Now that it's done I feel I could not have made a better choice for my financial future.  You make a great team, and I appreciate all that you've done for me.  -Tracy M.

Testimonials:

Thank you Sean! I appreciate all the hard work you and your team do for me.  -Rod T.

These testimonials were provided by current clients of Fresno Financial Advisors. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.