Megan Kawasaki-Mason

Family Wealth Strategist

Megan Kawasaki-Mason Photo

  • What path led you to wealth management?
  • I come from a culture and family where women were not encouraged to work. However, when I was very young, my mother tragically passed away unexpectedly. This event cemented in my mind that you never know what will happen. Life can change instantly, and you must be ready for it. It also struck me that had it been my father who passed away, we would have had to contend with not only the deep sorrow of losing a parent but also the likelihood that my mom would not be able to care for a family of seven children financially.. This left me determined to gain an education to work and be financially independent despite what I had been taught a woman should or shouldn’t do. It also drove me to want to help others build financial security and wellness. I am grateful that I can do this in my current position.
  • What most excites you about your work? 
  • I have always been a proponent of building few but strong relationships. I also love to help people. This work allows me to do both. I love that I can build strong, long-lasting relationships with a few families and help them in ways that could carry through generations.
  • What do you enjoy most about your role at TFO Phoenix? 
  • TFO Phoenix lives by their values: Care, Dig Deeper, Do the Right Thing, Play, and Help More. I see daily  interactions with clients and employees, and I’m so excited to be a part of this. We can make a difference in our clients’ lives, which is why I come to work every day.. I love to dig in deep with our families, help them articulate their purpose and then figure out how to make that a reality for them.
  • What personal accomplishments are you most proud of? 
  • I am very proud to be a working mom. My children bring me more happiness than I could ever have imagined. I also love to work and provide for them along with my husband. It brings me tremendous joy and pride to better our lives and to teach my children the value of hard and rewarding work.
  • Education and accreditations
  • Utah Valley University – Bachelor of Science, Business Management
  • Certified Divorce Financial Analyst® professional
  • Investment Advisor Certified Compliance Professional® designation
  • What’s your favorite way to spend a weekend? 
  • My son, Dean, has fervent love of dinosaurs that is very contagious. On weekends, he and I can read about dinosaurs and learn new things about them. We even plan our family vacations around fossil dig sites or dinosaur museums!
  • When I am not diving into the world of dinosaurs with my son, I love snuggling with my little daughter, exploring the trails around our house, caring for my many plants, creating custom quilts for family members, and reading.
  • What are the most important lessons you’ve learned in life? 
  • This is your life to live and no one else’s. Getting advice from other people is valuable, but ultimately, you must live it, so make sure it feeds your soul and fits your purpose.
  • Life is risky. It is all risky. You never know what will happen so you may as well pursue what brings you joy and contentment. In a recent commencement speech by Jim Carrey, he said of his father getting laid off from his job as an accountant, “I learned you can fail at what you don’t want, so you might as well take a chance on doing what you love.” I am trying to embrace this in my life.w