Fresno Financial Advisors - Fresno, California

Joseph H.

I’ve been doing business with Fresno Financial Advisors (now Mason Street Wealth Management!) on my mother’s behalf for almost two and a half years. With a relatively conservative investment strategy her account has already grown by over 25%! My wife and I attended a client appreciation event earlier this week that further affirmed our belief that entrusting mom’s retirement income to Sean and his team was the best decision we could have ever made. Amongst a crowd of over 200 people, when I finally spoke with Sean, I was somewhat amazed that he even remembered my name! Sean’s team is made up of primarily family. They have always done an outstanding job at making us feel like part of the family as well. I did not enjoy that connection with mom’s previous advisor. I wholeheartedly recommend Mason Street Wealth Management. As Elvis would say: Thank you. Thank you very much! Joe Hill

Rod T.

Fresno Financial Advisors has been managing my retirement accounts/strategies for over 7 years. Sean Mason has always been open and honest about options and explains the pros and cons with patience. The level of trust continues to grow as we work together. Sean returns my phone calls quickly and makes sure we sit down and discuss my portfolio on an annual basis, making sure adjustments are taken care of regularly. I have sent my own children to him for advice and know they will get the same treatment as I do. Thank you to Sean and the Fresno Financial Advisor team!

Lauren S.

We had an exceptional experience working with Sean Mason and his office staff! From the start, he was incredibly knowledgeable, guiding us through the complexities of managing our finances and helping us set up college savings accounts for our children. He explained everything in a straightforward, easy-to-understand way while still providing all the information we needed to make informed decisions.

What really stood out was his honesty and transparency—there were no surprises, just clear advice tailored to our family’s goals. We now feel confident about our financial future, thanks to his thoughtful planning and guidance. If you’re looking for someone who is both professional and personable, we highly recommend Sean Mason!

M. J.

Sean has been our financial advisor since 2018. He is a wealth of information across all areas of our investments, which a very diverse. Sean has always been very responsive to any questions or concerns we have about the market and timely investing. He's helped walk us through the unknown and we can now feel confident about our retirement. Thank you for protecting our future Sean!

Teresa D.

Went to Fresno State to a retirement planning class hosted by Sean Mason of Fresno Financial Advisors. During his presentation he made two errors, one involving Medicare enrollment and the other regarding Mortgage and Escrow account payments. Went to two appointments for personal retirement plan, thereafter. He was very friendly and engaging. In the final meeting when I decided not commit to his company, he called me a liar. He specifically used the word “liar” and his demeanor changed. This man is not suitable for the profession of handling your finances.

Katelyn R.

Very knowledgeable and helpful! My husband and I appreciated his advice and excellent stewardship over our accounts. Sean’s very easy to talk to and made us feel like we were part of the family!

Sheryl D.

Sean and his staff are honest, trustworthy, and knowledgeable. They treat us like family and make good, profitable investments with our money.

Diana R.

The staff has been very kind and genuinely concerned for us and our financial needs. The communication is above and beyond.