Mason Street Wealth Management
Contact Information
-
Address
Financial planner · · 5250 N Palm Ave Ste 201, Fresno, CA, 93704 -
Phone
(559) 892-0002 -
Website
masonstreetwealthmanagement.com
Location
About Mason Street Wealth Management
Mason Street Wealth Management is a financial planner in Fresno, CA. The firm assists individuals and families approaching or living in retirement by helping them create a clear vision of their future and turning that vision into a comprehensive financial plan and investment strategy. Services include holistic financial planning, wealth management, retirement income strategies, insurance and annuity consulting, and personalized investment management. With a focus on a solid financial foundation, the practice serves clients throughout the Fresno area and holds a 3.90 rating from reviewers.
The firm’s approach blends education and ongoing support. Founder Sean Mason, a graduate of the Craig School of Business at California State University, Fresno, transitioned from a successful advertising career to financial services in 2002 and now leads a team that includes planning analyst Michelle Novielli, an insurance and annuity specialist with two decades of title‑insurance experience. Mason Street Wealth Management offers regular seminars, a weekly television segment on KSFN‑TV ABC, a Saturday radio show on KMJ‑A/F, a podcast, and a YouTube channel that provide retirement‑focused insights on topics such as taxes, Social Security, and portfolio construction. The business has earned an A+ rating from the Better Business Bureau and is affiliated with the Society for Financial Awareness and recognized by the Society for Human Resources Management.
Located at 5250 North Palm Avenue, Suite 201, the office sits directly on North Palm Avenue. It is a short walk from the US Post Office, about 0.1 mile away, and roughly 0.3 mile from Bullard High School and West Shaw Avenue. The Passport Health Fresno Travel Clinic is also nearby, approximately 0.4 mile distant.
Mason Street Wealth Management’s strength lies in its holistic, step‑by‑step retirement planning process and its commitment to ongoing monitoring and adjustment, helping Fresno residents build and preserve the financial future they envision.
Services:
- Financial Planning
- Holistic Wealth Strategy
- Insurance Planning
- Investment Management
- Retirement Planning
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