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Sean M
Series 65
Fresno, CA
Truvestments Capital LLC
Sean Mason is a financial advisor with Truvestments Capital LLC, holding a Series 65 designation and 12 years of industry experience. His prior roles include positions at Motiv8 Investments, CreativeOne Wealth, Fresno Financial Advisors, Retirement Wealth Advisors, Phi Beta Kapital Investments, and his own Mason Financial & Insurance Services. He is also involved with the Society of Financial Awareness, providing financial education through workshops and seminars on a voluntary basis. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing investment management, financial planning, and consulting. The firm creates customized, primarily long-term portfolios focusing on low-cost mutual funds and ETFs, and manages a private Bitcoin fund as part of its diverse investment offerings.
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