Moss & Yantis, CPA

Mason is more than just a financial advisor at Freedom Financial Planners; he’s a catalyst for change, a guide to financial freedom, and a beacon of support for his clients across Idaho, Utah, California, and Nevada. With an unwavering commitment to helping individuals conquer their financial challenges, Mason’s mission is to empower his clients to navigate life’s curveballs with confidence and resilience.

Rooted in the principles of financial empowerment, Mason’s journey began with a childhood steeped in the teachings of Dave Ramsey’s 7 Baby Steps, courtesy of his parents. This early exposure laid the groundwork for Mason to not only internalize these principles, but also to share them with others. Recently, Mason and his wife, Kelsey, achieved a significant milestone by paying off their home, a testament to their dedication to financial discipline and the effectiveness of Ramsey’s methodology.

Prior to his career in finance, Mason served his community as a police officer, holding various roles including field training officer, SWAT officer, patrol officer, and gang enforcement officer. His time in law enforcement honed his sense of duty, empathy, and the importance of selflessness—a perspective that continues to shape his approach to financial advising. 

For Mason, success isn’t merely about numbers; it’s about the tangible impact he makes in the lives of his clients. He finds fulfillment in witnessing their triumphs, big and small, as they progress towards their financial objectives. His passion for helping others achieve financial freedom is not only a professional pursuit but a personal calling—one that drives him to go above and beyond to ensure his clients feel supported, confident, and reassured, especially during times of uncertainty.


More About Mason:


  • Mason is an avid outdoorsman enjoying the sport of fly fishing and hunting when he can, as well as spending time with friends and family in the Treasure Valley. 
  • He holds a FINRA Series 65 license allowing him to serve his clients through fee-based investing choices.
  • Mason has a background in law enforcement.

 

States Registered In: Idaho, California, Utah, and Nevada.


ASK MASON ABOUT DISCOUNTED PRICING OFFERED TO FIRST RESPONDERS, MILITARY, AND TEACHERS!


Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Freedom Financial Planners are not affiliated.

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