Meet Mason Ning
Financial Advisor | BirdRock Wealth
Focused on helping clients build clarity and confidence in their financial lives.
- Series 65
- AWMA®
- Austin, TX
A Quick Hello
Get to Know Mason
In under a minute, Mason shares what he cares about, who he works best with, and what to expect in a first conversation.
Credentials & Background
Education
B.S. Finance, Virginia Tech
Concentration: Investment Management
Licenses & Certifications
Series 65 Securities License
AWMA® Designation
Prior Experience
Ernst & Young (Wealth & Asset Mgmt)
Accenture (Financial Services)
About Mason
Mason Ning is a Financial Advisor at BirdRock Wealth and is passionate about helping clients build clarity and confidence in their financial lives.
Before joining BirdRock, he worked at Ernst & Young serving Wealth & Asset Management clients and later at Accenture supporting clients in financial management.
Mason earned a B.S. in Finance from Virginia Tech with a concentration in Investment Management. He has passed the Series 65 exam and holds the AWMA® designation. Outside of work, Mason enjoys cooking, working out at the gym, and spending time with dogs.
WHAT CLIENTS CAN EXPECT
- Calm, clear, straightforward communication
- Detail-oriented planning and professional follow through
- Focused on building repeatable, healthy financial habits
Ideal Fit
Who I Work Best With
I work best with people who want to get organized and build a simple, confident plan without feeling overwhelmed.
Common situations I help with:
You're earning real money for the first time and want a smart system for saving and investing
Your finances feel scattered (multiple accounts, old 401(k)s, random apps)
You want a clear plan for goals like a home purchase, travel, or paying down debt
You’re ready to start investing, but want to understand the "why" behind the strategy.
You're expecting a future liquidity event, a career jump, business exit, or inheritance
What You'll Get From Me
A clear next step, a simple structure, and ongoing accountability.
Good to Know
BirdRock typically works with clients who have $250k+ in investable assets for ongoing portfolio management. If you’re earlier in your journey, Mason can still help you get organized, build a plan, and identify the right next steps so you can move forward with clarity and confidence, knowing you’re making smart financial decisions.
Simple Process
What Happens in a 15-Minute Introductory Call
Share Your Story
Mason’s a great listener and he wants to understand why you reached out and what’s on your mind financially.
Quick Discovery
Mason will ask a few targeted questions to understand your unique situation, aspirations and goals.
Clear Next Steps
You’ll leave with a defined path forward either a longer discovery call or a helpful resource / referral.
What to Bring (Just the Basics)
- A list of needs, goals, or questions you want to discuss
- A rough idea of your investable assets/accounts (ballpark is fine)
- Any big near-term changes (job move, home purchase, business sale, etc.)
NOT SURE WHERE TO START?
Take the 2-Minute Quiz
Answer a few quick questions and we’ll point you to the right next step based on your situation.
- Takes 2 minutes
- No pressure
- Personalized next steps
Simple Process
Digital Financial Snapshot
In a short working session, we’ll organize the basics of your financial life and create a clean, easy-to-follow snapshot you can use going forward.
- Account inventory (what you have + where it is)
- Statement + document "shoebox" setup (one place to store what matters)
- A simple checklist for ongoing upkeep
- Clear next-step recommendations (investing, consolidation, rollover, insurance review, etc.)
Book a 15-Minute Introductory Call
Let’s chat about your situation and figure out the best next steps together. No pressure, no commitment just a helpful conversation.
Prefer email/text?
Send a quick message instead
Add Mason to Contacts
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Request a Referral Intro
Let us know who referred you
Ready to Get Started?
Take the first step toward financial clarity and confidence. Book a free 15-minute call with Mason today.
QUESTIONS
Frequently Asked Questions
Your situation, your goals, and what the best next steps are for you. It’s a discovery conversation to see if we’re a good fit for each other.
No, the Introductory Call is free and is an introductory conversation to determine the best fit and next steps for you and your situation.