Mason Miles joined Andina Advisors as a Financial Analyst in March 2025. He works directly with advisors to prepare and deliver financial plans to clients, while also ensuring that all operational and administrative elements of each plan are executed efficiently. He is actively pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification with the goal of becoming a financial advisor in the future.

Prior to joining Andina, Mason worked at Fidelity Investments, where he collaborated with clients on their financial plans and supported them in achieving their goals. While at Fidelity, he obtained the SIE, Series 7, Series 63, and Series 66 licenses. He also holds the Series 65 license.

Mason graduated from Utah Valley University in 2024 with a bachelor’s degree in Personal Financial Planning. Outside of the office, he values time with his family and enjoys playing pickleball, basketball, and participating in any activity that involves healthy competition.