Megan Kawasaki-Mason, CFP®, IACCP®
Megan is responsible for managing and maintaining select client relationships, collaborating with the firm’s wealth counselors and research analysts to develop and deliver long-term financial planning to help clients build and preserve their wealth. In addition, she works with the client engagement teams, assisting with client meetings, conducting portfolio reviews, and helping clients with any questions or inquiries.
Megan is passionate about helping people with their finances and is especially interested in helping women learn how to better manage and grow their money. Prior to joining Versant, Megan was with The Vanguard Group – one of the world’s largest investment management companies – as a Retail Client Account Services Processing Specialist, where she assisted with bringing client assets into Vanguard, provided support to high-net worth advisors, and served as a subject matter expert and staff trainer. In addition, Megan was a Volume Licensing Specialist at Adobe Systems, working with large corporations, government entities, and educational institutions to arrange software purchasing contracts.
Megan holds a BS in Business Management from Utah Valley University. She grew up in Provo, Utah, and moved to Arizona to work in the Arabian horse industry. Megan and her family are supporters of Hunkapi, a non-profit organization that rescues horses and provides equine therapy for adults and children with AD/HD and autism. She also supports Healing Hearts Animal Rescue, dedicated to the rescue and rehabilitation of abused animals. Megan is an avid quilter and any chance she can get, she can be found designing unique, artful, custom pieces.