top of page

Cherie Mason

President/CEO

Speaker/Counsultant/Tax Preparer

My first "real" job was in a bank right after high school and it was then I fell in love with financial services. In my many years of service, I've worked for some of the largest financial services firms in the world. I try to be a student of all things financial. My desire to deliver a solid financial foundation to everyone goes beyond passion, to me it's my responsibility.



Education

Metropolitan State College of Denver -Bachelors -Finance-Concentration Financial Services

Keller Graduate School of Management – Masters - Accounting 

College for Financial Planning-Graduate Certificate in Personal Financial Planning


Additional Training: 

Dave Ramsey Master Financial Coach

IRS Certified Tax Preparer 

VITA - Volunteer Tax Preparer


Licenses: 

Series 7, 63, 66

Insurance (Life and Health)

Cornerstone Tax and Financial Solutions, LLC

Seminars are for educational and information purposes only and are not intended as ERISA, tax, legal or investment advice. The presenter is providing educational services only and is not able to provide participants with investment/tax/legal advice specific to their particular needs. If you are seeking investment/tax/legal advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.  

bottom of page