Mason Moore, AIF®

Principal Advisor

Mason Moore is a Principal Advisor for Fermata 401k. He specializes in corporate and non-profit retirement plans. Mason’s passion is assisting business owners with the design of a retirement plan that addresses the needs of both the company and the workforce. He adheres to a high fiduciary standard, with a holistic approach to supporting the responsibilities of plan sponsors, and the financial health of their employees.

Mason is honored to be a recent awardee of the National Association of Plan Advisors Top Plan Advisors under 40. He earned his Accredited Investment Fiduciary Designation in 2020 and maintains his Series 65 License.