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
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
I trust him to take care of my finances and I truly believe he cares about me as a person and friend, not just a client.
Hilary M.
You’re not just a Number here
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.
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
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.
I am happy with the opportunity to work with Philip! If something happens to me, I know that my wife can trust the advice she receives from Philip to be sound and explanation to be understandable! Philip always deeply cares for his clients!
mark g.
Advice your family can understand and trust
