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Megan Midori Kawasaki-mason

TFO Family Office Partners

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About Megan Midori Kawasaki-mason

Megan Kawasaki-Mason is an investment advisor representative with TFO Family Office Partners. Megan has been in the financial services industry since 2013. Megan is registered with the state of Arizona and Texas. Megan has passed the Series 63, Series 65, Series 6 and SIE exams. Megan holds a Certified Financial Planner designation. Megan's previous employer was Vanguard Marketing Corporation.

Firm Information

Megan Kawasaki-mason is currently registered with TFO Family Office Partners. TFO Family Office Partners is a Phoenix, AZ-based registered investment advisor with over $3.8 billion in regulatory assets under management. They provide a range of services to high-net-worth individuals, charitable organizations, and other clients, including financial planning, pension consulting, portfolio management, selection of other advisors, and educational seminars. They also offer family office services and financial consulting.
TFO Family Office Partners

5060 NORTH 40TH STREET

PHOENIX, AZ 85018

$3.82B

Assets Under Management

7

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services & financial consulting services

Family office services & financial consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of net worth

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Megan Kawasaki-mason’s Registration & Firm History

AZ

05/03/2023 - Present

TFO Family Office Partners (PHOENIX AZ)

AZ

09/26/2013 - 08/18/2015

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 11/22/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Megan Midori Kawasaki-mason.
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