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CA Insurance License # 4384095
Mason Neurath is a Financial Planner and Investment Adviser Representative with Barnum Financial Group, where he works with individuals and families to help them better understand their financial lives, establish meaningful goals, and implement strategies designed to support their long-term financial well-being.
Mason takes an educational and collaborative approach to financial planning. He believes clients should understand not only what is being recommended, but why each strategy is being implemented and how it fits into their broader financial picture. His goal is to build relationships in which clients feel informed, confident, and actively involved in the decisions affecting their financial future.
A lifelong interest in finance and investing ultimately led Mason to earn a degree in Finance, where his studies included investing, budgeting, real estate, and financial management. His father was an important early influence, regularly emphasizing the value of investing, planning ahead, and setting meaningful financial milestones. Those lessons helped shape Mason’s desire to continually expand his own knowledge while helping others do the same.
Mason holds Life and Health licenses in more than 20 states, as well as the SIE, Series 7, Series 63, and Series 65 registrations. As his practice continues to grow, he is also focused on building a team and service structure that allows him to deepen client relationships and provide a consistent, engaging experience.
Mason lives in Glastonbury, Connecticut. Outside the office, he enjoys sailing along the Connecticut shoreline, fishing, classic cars, and spending time with friends and family. He is also on track to serve as a board advisor for the University of New Haven’s Transformative Leadership Program.
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I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.Â
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