Cody Mason
CFP® | Wealth Advisor
Cody has spent the past 19 years in the wealth management business, both as an advisor guiding individuals and families, and as a mentor to other successful wealth managers. After almost two decades with Fidelity Investments, he joined Worth Asset Management with a desire to offer boutique fiduciary services.
He has a passion for deep relationships and helping his clients through the most critical moments in life. As a Certified Financial Planner since 2013, he provides guidance on areas such as retirement, investments, taxes, insurance, and estate planning.
He takes great pride in his work, but his family is the most important part of his life. Cody and his wife, Ashley, love to travel and stay very busy keeping up with their two young boys, Declan and Davis. He is an avid golfer and loves being outdoors. Cody obtained a Bachelor of Business Administration in Finance from the University of Texas in Austin, and he loves cheering on the Longhorns.
Ph: (469) 297-7025
cody@worthassetmgmt.com
As a retired couple, my husband and I are pleased with Worth Asset Management’s handling of our account. We are constantly kept updated on all activity and meet at least twice a year for full reviews. Everyone at Worth Asset Management’s office is professional and friendly. My husband and I will be with them for many more years.
A Trusted Partner for Our Retirement Years
Keep doing what you are doing! Communication is key and I am most happy to say I found the right firm to assist me with my financial planning.
The Right Firm, the Right Communication
The firm is very professional, has very high integrity and really seems to care about what is best for the client.
A Firm That Truly Puts Clients First
I trust them to take care of my finances and I truly believe they care about me as a person and friend, not just a client.
Hilary M.
You’re not just a Number here
We appreciate the weekly updates on what is going on with our investment. Being up front with all business matters that affect us. Always open to questions and our thoughts.
Ron f.
Transparency you can actually feel
Jim is knowledgeable, friendly and easy to talk to. He understands my financial goals and helps me work towards them. He takes the time to explain things so I understand. I am happy I've made the switch to Worth. Wish I had found Jim and Worth sooner.
i am so Happy I've made the switch to worth
Donna P.
Philip is delightful, helpful and takes his time understanding and explaining. Very grateful after using many different advisors to find Philip.
Helpful, Patient, and Truly Invested in You
Phil is interested in all aspects of our life and he gets involved and interested in my business. He's been the best advisor I have ever had! Just a great experience and Phil reaches out to us consistently.
stu s.
Trusted with business. invested in life.
His ability to invest in products that earn growth in my IRA. Phillip is very down to earth, friendly, explains everything in detail, and is very responsive. I enjoy working with Phillip and I trust his judgment.
Ilene V.
Smart strategy. Zero intimidation.
