Rebecca Mason

Financial Planner

Rebecca joins The Happiness In Retirement^® Group as a Financial Planner, bringing six years of experience from Goldman Sachs Ayco, where she advised clients ranging from rising professionals to senior corporate executives. That breadth gives her a clear understanding of how financial needs evolve as wealth grows along with the strategies required to protect and grow it at every stage.

Rebecca is passionate about helping clients plan for the moments that matter most: navigating a retirement transition, saving for a child’s education, or simply making sure years of hard work translate into a secure future. She takes the time to understand each client’s full story, guiding them with clarity and care every step of the way.

Outside the office, Rebecca lives in Niskayuna, NY with her husband, Adam, where they raised their four daughters. Now navigating life as new empty nesters, she’s looking forward to filling her extra free time with pickleball, hiking, and cheering on the Buffalo Bills.