Mason Mortimer, Financial Advisor located in Temecula, CA

Financial Advisor
Mason G Mortimer

CFP®
43390 Business Park Drive, Suite 101, Temecula, CA 92590opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Public Service Professionals
  • Navigating Loss of Spouse
  • Inheritance Guidance
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Running
  • Volunteering
  • Traveling
  • Spending Time with Family
  • Hiking

Team Members

  • Amber Haggerty
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(951) 695-8844

Fax

(800) 245-4193

Office Address

43390 Business Park Drive
Suite 101
Temecula, CA 92590opens in a new window

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