Megan Kawasaki-Mason, CFP®, IACCP®
At Versant Capital Management since 2017, I manage and maintain select client relationships as a member of the wealth management team, delivering long-term financial planning to help people build and preserve their wealth.
I am passionate about helping people with their finances and am especially interested in helping women learn to better manage and grow their money. Before joining Versant, I was with The Vanguard Group – one of the world’s largest investment management companies. There I was a Retail Client Account Services Processing Specialist, where I 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, I was a Volume Licensing Specialist at Adobe Systems, working with large corporations, government entities, and educational institutions to arrange software purchasing contracts.
I am a CERTIFIED FINANCIAL PLANNER™ and hold a BS in Business Management from Utah Valley University. I grew up in Provo, Utah, and moved to Arizona to work in the Arabian horse industry. My family and I are supporters of Hunkapi, a non-profit organization that rescues horses and provides equine therapy for adults and children with AD/HD and autism. I also support Healing Hearts Animal Rescue, dedicated to the rescue and rehabilitation of abused animals. I am an avid quilter, and any chance I get, I can be found designing unique, artful, custom pieces.