Some of the most practical products in any industry are built by the customers themselves, simply because they understand the issues by experiencing it first hand.

In this episode, Brad Gotto and Matt Stahl speak with Chadd Mason, chief executive officer and founder at The Cabana Group. Chadd shares his unique background to how he got into the financial services industry. He also discusses how the Cabana Group is changing the financial industry with the rules-based nature of what they do for clients.

Chadd discusses:

• Why he got into a career in investing––and what he is trying to accomplish
• The purpose of the software called CARA (cyclical asset reallocation algorithm)
• What Cabana Group does differently to provide a unique experience for their clients
• And more

Connect With Chadd Mason:

• LinkedIn: Chadd Mason
• The Cabana Group

Connect With Fiat Wealth Management:

• [email protected]
• (952) 426-9116
• Fiat Wealth Management
• LinkedIn: Brad Gotto
• LinkedIn: Matthew Stahl
• LinkedIn: Fiat Wealth Management
• Facebook: Fiat Wealth Management
• Twitter: Fiat Wealth Management

About Our Guest:

Chadd Mason is the CEO and founder of The Cabana Group. A rare dual-practitioner working to solve clients' legal and financial issues, Mason believes "no client issue is isolated." He combines specialized knowledge in two professions to better serve individual investors, pension boards, businesses RIAs and financial advisors across the country. He has earned distinctive credentials, including the Chartered Wealth Manager® designation and a Masters of Law degree.

Mason provides wealth management and comprehensive financial advice through his SEC registered investment advisory firm, Cabana Asset Management. He provides retirement planning and insurance products as the principal of Cabana Financial and Cabana Institutional, and as an attorney he provides legal counsel to clients in areas of wealth management, estate planning and investment advisor/broker dealer regulation through Cabana Law Group (Prevost, Shaff, Mason and Carns, PLLC in the state of Texas). His holistic business model allows him to address both his clients' legal and financial needs, with the commitment to helping them protect, manage and grow their wealth.