Cherie Mason

Cherie Mason President/CEO and Retirement Education Specialist

Cornerstone Tax and Financial Solutions and ICMA-RC

cmason928@gmail.com
720-808-1291

Graduating Class: 2019

Industry: Finance

BIO

For over 20 years, Cherie Mason has been a noteworthy leader in financial services. Currently a Retirement Education Specialist at ICMA-RC, she provides invaluable retirement and investment education to both group and individual clients. In addition to her primary job functions, Cherie is a faithful believer in contributing to the financial health and well-being of her community. Driven by a strong desire to empower all with a solid financial foundation, established Cornerstone Tax and Financial Solutions in 2017. With a commitment and dedication to serving others, volunteering her time is vital. To expand her community reach, she began her service in 2001 with the Puksta Education Foundation, an organization which provides opportunities for undergraduate Colorado students with scholarships, mentorships, and community engagement training through direct experience. She continued her civic engagement by becoming a volunteer tax preparer with the Denver Asset Building Coalition and being named the 2008 Volunteer Tax Preparer of the Year.

As a member of the 2019 cohort of the Urban Leadership Foundation Leadership Program, Cherie received the 2019 leadership award for her role as the co-chair of the “Big Dreams” community service project. She also received the “Engagement” award for outstanding leadership and service. In 2020, she was presented the Urban Leadership Foundation’s “Rookie of the Year” award.

Most recently, she was named the Treasurer of the Board of Directors at the Second Chance Center where her work will contribute to helping formerly incarcerated individuals in successfully returning to the community. Cherie Mason was born and raised in Denver, CO and graduated from Manual High school, her Bachelor of Science in Finance from Metropolitan State College, and her Master of Science in Accounting from Keller Graduate School. Ms. Mason is an avid “taco” enthusiast and can be found seeking the finest tacos the city has to offer. She enjoys spending time with her many friends and family and traveling whenever the skies will allow.

EDUCATION

Metropolitan State College of Denver – Denver, CO
Bachelors -Finance-concentration Financial Services
Keller Graduate School of Management – Denver, CO
Masters – Accounting
Additional Training: College for Financial Planning-Graduate Certificate in Personal

Financial Planning
Dave Ramsey Master Financial Coach
Co-Starters – Business Development Program
Urban Leadership Foundation of Colorado – Leadership and
Community Development Program

Community: Puksta Education Foundation-Investment Committee

IRS/DABC/VITA-Certified Tax Preparer

License: Series 7, 63, 66
Insurance (Life and Health)