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Caroline Mason

Paraplanner

Meet Caroline

Caroline is a Paraplanner at Cascade Financial Partners and a proud recent graduate of San Diego State University, where she earned her bachelor’s degree in Economics. It was during her involvement with the university’s Financial Planning Association that she uncovered her passion for wealth management, sparking her desire to help others achieve their financial goals.

When she’s not assisting clients and advisors, Caroline enjoys spending quality time with friends and family, soaking up the sun at the beach, or planning her next adventure abroad.

Contact

Cascade Financial Partners
3579 Valley Centre Drive
Suite 125
San Diego, CA 92130

Connect
858-379-6701
caroline@cascadefinancialpartners.com

CONTACT CAROLINE

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3579 Valley Centre Drive
Suite 125
San Diego, CA 92130

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858-379-6701
welcome@cascadefinancialpartners.com

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Cascade Financial Partners, LLC is a Securities and Exchange Commission registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
Registration as an investment advisor does not imply any particular level of skill or training.