Mason Bachelor is a CERTIFIED FINANCIAL PLANNER® professional, passionate about helping individuals and families build confident financial futures. Originally from McDonough, Georgia, Mason moved to Athens in the fall of 2017 to attend the University of Georgia, where he graduated in 2021 with a degree in Financial Planning. He loves the Dawgs and fell in love with the Athens/Oconee area during his time at school. He is excited to have the opportunity to serve this community.
With a client-first approach, Mason focuses on developing personalized strategies that align with each client’s unique financial goals. He believes this is best achieved by building long-term relationships based on trust, education, and transparency.
Mason married his incredible wife Emily in 2023. Meeting as students at UGA, they now live in Athens. They enjoy adventuring together, trying all the great food Athens and Oconee have to offer, and cheering on the Dawgs every Saturday in the fall.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.