Mason Longstreth, CFP®™, CPA/PFS

Senior Wealth Advisor

  • Why did you join TFO Phoenix?

I wanted to be part of a team that I knew had a great combination of skills, integrity and shared vision to build a world-class wealth management firm.

  • What most excites you about your work?

Every day holds something new: From building an estate plan with a family, to helping another one create a financial plan to realize their visions, to modeling the tax implication of the sale of a closely-held business to helping teach the next generation of a family financial literacy.

  • What has been your most rewarding career experience?

When a family came to us feeling stressed and overwhelmed because they didn’t feel like they had a plan for their wealth. Creating a plan to give them direction and move toward achieving their goals is like seeing a weight being lifted off their shoulders; helping to lift that weight has been my most rewarding career experience.

  • What personal accomplishments are you most proud of?

Having children may not be a “personal accomplishment” but when I think of things that I am most proud of, my kids are number one.

  • Education and accreditations

CERTIFIED FINANCIAL PLANNER™ professional
Certified Public Accountant (CPA)/Personal Financial Specialist (PFS)
Series 65 license
Masters of Taxation, Arizona State University
B.S., Accounting and Business Management (Entrepreneurial Management), Arizona State University

  • What do you like to do outside of work?

Spending time with my family, working on my hobby farm and spending time outdoors.

  • What are some of your biggest influences?

My dad gave me my moral compass, my mom taught me patience, my wife keeps me going and my kids give me focus.

  • What are the most important lessons you’ve learned in life?

If you ever drop your keys in a river of molten lava, let ‘em go; because, man, they’re gone.

Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least April 10th. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.