Pictured above: Dr. Patty E. Mason, founder of the Financial Wellness Academy, is a passionate, award-winning entrepreneur and author who takes joy inspiring others to lead, learn, and achieve financial freedom.
About
Dr. Patty E. Mason
and the
Financial
Wellness
Academy
For more than three decades, Dr. Patty E. Mason has been at the forefront of financial education, business consulting, and strategic wealth development—helping individuals and entrepreneurs rewrite their financial stories. As the founder of the Financial Wellness Academy, she has transformed her deep expertise in taxation, business leadership, and money management into a mission: to teach people how to achieve financial independence and live life on their own terms.
The Financial Wellness Academy is built on a simple but powerful truth—financial freedom isn’t reserved for the few; it’s attainable for anyone with the right knowledge and plan. Through a holistic approach that blends mindset, strategy, and real-world application, Dr. Mason and her team of professionals guide participants toward clarity, confidence, and long-term success. Each program is more than a class; it’s a catalyst for transformation.
A Vision Built on Experience, Purpose, and Financial Freedom
The Financial Wellness Academy was born from Dr. Patty E. Mason’s belief that lasting financial success begins with education, mindset, and purpose. After decades of guiding clients through the challenges of taxation, business management, and wealth strategy, she saw a need for something greater — a way to teach people how to take control of their money instead of letting money control them.
Her vision was to create a place where individuals could learn practical financial skills while also developing the confidence and discipline to use them. Every lesson, framework, and strategy taught through the Academy is rooted in her real-world experience and her passion for helping others rise above financial stress to achieve true financial freedom.
Dr. Mason’s philosophy is simple: financial education should empower transformation, not intimidation. The Financial Wellness Academy provides the clarity, structure, and guidance that allow people to make informed choices, build generational wealth, and design a life of independence and peace of mind.
Expertise You Can Trust — Decades of Experience in Finance, Taxation, and Leadership
Meet Dr. Patty E. Mason EA, MST, DM, CAA
Expertise You Can Trust — Decades of Experience in Finance, Taxation, and LeadershipFor over thirty years, Dr. Patty E. Mason has helped individuals, business owners, and organizations gain clarity, confidence, and control over their finances. As a speaker, author of several books, and business consultant, she shares insights on taxation, entrepreneurship, and financial wellness that inspire people to think differently about money and success. Her ability to translate complex financial concepts into practical, actionable strategies has made her a trusted voice for those seeking lasting financial freedom.
Dr. Mason is an IRS Enrolled Agent (EA), Certified Acceptance Agent (CAA), and tax strategist with a Master of Science in Taxation (MST) and a Doctorate in Management (DM) specializing in Organizational Leadership. She is also the founder and president of Mason Accounting & Consulting Services, where she has guided countless clients in optimizing their business operations, improving profitability, and planning strategically for sustainable growth. Her consulting approach integrates systems, structure, and mindset—empowering clients to take command of their financial direction with clarity and confidence.
Through every endeavor, Dr. Mason demonstrates that true financial expertise goes beyond managing numbers—it’s about teaching people how to use knowledge, structure, and discipline to build independence, security, and long-term success.
From Adversity to Achievement
The Journey Behind The Rising of The Phoenix
The book cover of The Rising of The Phoenix: The Journey from Trauma to Triumph, a book about the strength and resilience of survivors – individuals who have chosen to rise above their circumstances and transform from victims to victors.
Every success story begins with struggle—and Dr. Patty E. Mason’s journey is no exception. From humble beginnings and the challenges of starting over in a new country, she learned early that perseverance, discipline, and faith can transform obstacles into opportunity. Her path from immigrant to entrepreneur embodies the belief that the American dream is real—and that with hard work, courage, and vision, anyone can rise.
Her book, The Rising of The Phoenix: The Journey from Trauma to Triumph, co-authored with Sapphire Starr, is a powerful testament to that philosophy. It explores the courage to face hardship, rise above adversity, and rebuild with purpose. The book reminds readers that beauty can emerge from the ashes of pain and that true success is born from resilience and healing.
This philosophy—of turning pain into power and challenge into clarity—runs through everything Dr. Mason does. It’s reflected in her work as a consultant, speaker, and mentor, where she helps others face financial challenges with the same resilience that she’s lived herself. The lessons she shares in her book mirror those she teaches through the Financial Wellness Academy: that freedom, whether financial or personal, begins with mindset and the decision to rise.
Building Trust Through Excellence
Credentials, Achievements, and Publications
Dr. Patty E. Mason’s credibility is built on a foundation of education, discipline, and a lifelong commitment to professional excellence. Her expertise spans finance, taxation, business strategy, and leadership—earned not only through decades of experience but also through the rigorous pursuit of advanced education and professional designations. These achievements reflect her dedication to mastering her craft and to helping others do the same.
Whether guiding a client through complex tax strategies, structuring a business for growth, or teaching financial wellness through her programs, Dr. Mason leads by example. Her credentials and accomplishments aren’t just qualifications—they represent the standards of integrity, precision, and continuous growth that define everything she does.
Educational Foundation and Professional Designations
Education and Licenses
Dr. Mason’s educational background and professional licensure form the backbone of her expertise. She earned her Doctorate in Management (DM) with a focus on Organizational Leadership, a Master of Science in Taxation (MST), and a Bachelor’s Degree in Accounting—a combination that uniquely bridges academic theory with practical, results-driven application.
As a licensed IRS Enrolled Agent (EA) and Certified Acceptance Agent (CAA), Dr. Mason is federally authorized to represent taxpayers before the Internal Revenue Service and assist clients with tax identification documentation. These designations underscore her authority in taxation and compliance while also demonstrating her dedication to helping clients navigate financial systems with confidence and accuracy.
Her academic and professional achievements provide the structure behind her strategic insight—allowing her to blend technical precision with the leadership mindset that empowers others to achieve success.
Honors That Reflect Leadership
Awards and Achievements
Dr. Patty E. Mason’s leadership and dedication have earned her recognition across the business and financial communities. Each honor she has received reflects not only her professional accomplishments but also her commitment to empowering others and uplifting the next generation of entrepreneurs.
She was named Mrs. Woman Entrepreneur Orlando International 2024, an honor that celebrates women who exemplify excellence in business ownership, community involvement, and leadership. In 2025, she was recognized as one of ONYX Magazine’s Women on the Move Honorees, highlighting trailblazing women who inspire progress and innovation across Florida and beyond.
These distinctions are more than accolades—they’re reflections of the integrity, resilience, and service that define Dr. Mason’s career. Whether leading clients toward financial independence, mentoring fellow professionals, or championing financial literacy, she continues to set a standard of excellence that inspires others to pursue success with confidence and purpose.
Empowering Readers Through Financial Wisdom
Published Works
Dr. Patty E. Mason is not just a practitioner—she’s a thought leader whose words reach beyond consulting and into the hands of readers seeking real transformation. Through her published works, she shares both her professional expertise and her personal philosophy: that financial success begins with clarity, discipline, and belief in one’s ability to change.
Her writing portfolio includes three acclaimed titles that reflect the depth and range of her experience. In An Insight to Business Success: Business Success A–Z Mastery, she offers entrepreneurs a comprehensive look at what it takes to build sustainable growth through structure and strategy. The Rising of The Phoenix: The Journey from Trauma to Triumph, co-authored with Sapphire Starr, reflects Patty’s belief that strength and success can emerge from adversity. And in Financial Management Mastery: A Practical Framework to Master Financial Management, she distills decades of financial expertise into clear, actionable guidance for individuals ready to take control of their money.
Each book serves as a natural extension of Dr. Mason’s mission through the Financial Wellness Academy—to make financial education accessible, relatable, and transformational. Her writing embodies the same principles she teaches in her consulting and workshops: that when people understand their finances, they can reclaim their confidence, independence, and freedom.
Expertise You Can Trust — Decades of Experience in Finance, Taxation, and Leadership
Meet Dr. Patty E. Mason EA, MST, DM, CAA
For over thirty years, Dr. Patty E. Mason has helped individuals, business owners, and organizations gain clarity, confidence, and control over their finances. As a speaker, author of several books, and business consultant, she shares insights on taxation, entrepreneurship, and financial wellness that inspire people to think differently about money and success. Her ability to translate complex financial concepts into practical, actionable strategies has made her a trusted voice for those seeking lasting financial freedom.
Dr. Mason is an IRS Enrolled Agent (EA), Certified Acceptance Agent (CAA), and tax strategist with a Master of Science in Taxation (MST) and a Doctorate in Management (DM) specializing in Organizational Leadership. She is also the founder and president of Mason Accounting & Consulting Services, where she has guided countless clients in optimizing their business operations, improving profitability, and planning strategically for sustainable growth. Her consulting approach integrates systems, structure, and mindset—empowering clients to take command of their financial direction with clarity and confidence.
Through every endeavor, Dr. Mason demonstrates that true financial expertise goes beyond managing numbers—it’s about teaching people how to use knowledge, structure, and discipline to build independence, security, and long-term success.
From Adversity to Achievement
The Journey Behind The Rising of The Phoenix
The book cover of The Rising of The Phoenix: The Journey from Trauma to Triumph, a book about the strength and resilience of survivors – individuals who have chosen to rise above their circumstances and transform from victims to victors.
Every success story begins with struggle—and Dr. Patty E. Mason’s journey is no exception. From humble beginnings and the challenges of starting over in a new country, she learned early that perseverance, discipline, and faith can transform obstacles into opportunity. Her path from immigrant to entrepreneur embodies the belief that the American dream is real—and that with hard work, courage, and vision, anyone can rise.
Her book, The Rising of The Phoenix: The Journey from Trauma to Triumph, co-authored with Sapphire Starr, is a powerful testament to that philosophy. It explores the courage to face hardship, rise above adversity, and rebuild with purpose. The book reminds readers that beauty can emerge from the ashes of pain and that true success is born from resilience and healing.
This philosophy—of turning pain into power and challenge into clarity—runs through everything Dr. Mason does. It’s reflected in her work as a consultant, speaker, and mentor, where she helps others face financial challenges with the same resilience that she’s lived herself. The lessons she shares in her book mirror those she teaches through the Financial Wellness Academy: that freedom, whether financial or personal, begins with mindset and the decision to rise.
Building Trust Through Excellence
Credentials, Achievements, and Publications
Dr. Patty E. Mason’s credibility is built on a foundation of education, discipline, and a lifelong commitment to professional excellence. Her expertise spans finance, taxation, business strategy, and leadership—earned not only through decades of experience but also through the rigorous pursuit of advanced education and professional designations. These achievements reflect her dedication to mastering her craft and to helping others do the same.
Whether guiding a client through complex tax strategies, structuring a business for growth, or teaching financial wellness through her programs, Dr. Mason leads by example. Her credentials and accomplishments aren’t just qualifications—they represent the standards of integrity, precision, and continuous growth that define everything she does.
Educational Foundation and Professional Designations
Education and Licenses
Dr. Mason’s educational background and professional licensure form the backbone of her expertise. She earned her Doctorate in Management (DM) with a focus on Organizational Leadership, a Master of Science in Taxation (MST), and a Bachelor’s Degree in Accounting—a combination that uniquely bridges academic theory with practical, results-driven application.
As a licensed IRS Enrolled Agent (EA) and Certified Acceptance Agent (CAA), Dr. Mason is federally authorized to represent taxpayers before the Internal Revenue Service and assist clients with tax identification documentation. These designations underscore her authority in taxation and compliance while also demonstrating her dedication to helping clients navigate financial systems with confidence and accuracy.
Her academic and professional achievements provide the structure behind her strategic insight—allowing her to blend technical precision with the leadership mindset that empowers others to achieve success.
Honors That Reflect Leadership
Awards and Achievements
Dr. Patty E. Mason’s leadership and dedication have earned her recognition across the business and financial communities. Each honor she has received reflects not only her professional accomplishments but also her commitment to empowering others and uplifting the next generation of entrepreneurs.
She was named Mrs. Woman Entrepreneur Orlando International 2024, an honor that celebrates women who exemplify excellence in business ownership, community involvement, and leadership. In 2025, she was recognized as one of ONYX Magazine’s Women on the Move Honorees, highlighting trailblazing women who inspire progress and innovation across Florida and beyond.
These distinctions are more than accolades—they’re reflections of the integrity, resilience, and service that define Dr. Mason’s career. Whether leading clients toward financial independence, mentoring fellow professionals, or championing financial literacy, she continues to set a standard of excellence that inspires others to pursue success with confidence and purpose.
Empowering Readers Through Financial Wisdom
Published Works
Dr. Patty E. Mason is not just a practitioner—she’s a thought leader whose words reach beyond consulting and into the hands of readers seeking real transformation. Through her published works, she shares both her professional expertise and her personal philosophy: that financial success begins with clarity, discipline, and belief in one’s ability to change.
Her writing portfolio includes three acclaimed titles that reflect the depth and range of her experience. In An Insight to Business Success: Business Success A–Z Mastery, she offers entrepreneurs a comprehensive look at what it takes to build sustainable growth through structure and strategy. The Rising of The Phoenix: The Journey from Trauma to Triumph, co-authored with Sapphire Starr, reflects Patty’s belief that strength and success can emerge from adversity. And in Financial Management Mastery: A Practical Framework to Master Financial Management, she distills decades of financial expertise into clear, actionable guidance for individuals ready to take control of their money.
Each book serves as a natural extension of Dr. Mason’s mission through the Financial Wellness Academy—to make financial education accessible, relatable, and transformational. Her writing embodies the same principles she teaches in her consulting and workshops: that when people understand their finances, they can reclaim their confidence, independence, and freedom.
Inspiring Finacial Growth and Freedom
About the Financial Wellness Academy
The Financial Wellness Academy was founded on a simple truth: when people understand how money works, they can change how their lives work. Created by Dr. Patty E. Mason, the Academy brings together decades of financial expertise, strategic insight, and a passion for helping others achieve independence and peace of mind through practical financial education.
At its core, the Financial Wellness Academy exists to close the gap between financial knowledge and financial confidence. The Academy’s programs teach real-world strategies for managing money, building wealth, and preparing for the future—empowering individuals and entrepreneurs to take control of their financial destiny.
Unlike traditional financial courses, the Financial Wellness Academy focuses on transformation, not theory. Each program is guided by Dr. Mason and supported by a team of trusted professionals in law, insurance, and financial strategy. Together, they deliver a holistic learning experience that reflects the realities of modern finance and the diversity of individual goals.
Whether attendees come seeking stability, growth, or long-term legacy planning, the Financial Wellness Academy provides the structure, accountability, and encouragement to turn financial goals into tangible results.
Driving Change Through Knowledge
Our Mission and Philosophy
At the Financial Wellness Academy, learning is active and purpose-driven. We don’t just talk about financial concepts—we teach how to apply them. Every lesson connects to real-life experiences, guiding participants toward measurable results and lifelong financial stability.
Mission Statement
The Financial Wellness Academy exists to teach individuals and entrepreneurs how to achieve lasting financial independence through education, structure, and mindset. Our mission is to equip people with the knowledge, tools, and confidence to make informed financial decisions, build sustainable wealth, and create a life of freedom and security.
Our Philosophy
We believe financial success begins not with money, but with mindset. True financial wellness comes from understanding how to align your beliefs, habits, and decisions with your goals. The Academy’s holistic approach blends practical financial strategies with personal development, helping individuals build not only wealth but also confidence, discipline, and resilience.
Dr. Patty E. Mason’s philosophy is rooted in empowerment through clarity. By helping people understand their relationship with money, she enables them to overcome fear, confusion, and procrastination. The goal is simple: to transform financial literacy into financial confidence, and financial confidence into financial freedom.
Strength in Collaboration
Expert-Led Guidance and Mentorship
Behind every successful program at the Financial Wellness Academy is a collaborative network of professionals who share one common goal: to help people achieve financial freedom with confidence and clarity. Each session is led by Dr. Patty E. Mason, whose decades of experience in taxation, business consulting, and financial management create the foundation for every lesson.
To complement her expertise, the Academy features a team of trusted professionals—including attorneys, insurance specialists, and financial strategists—who contribute their knowledge in specific areas of financial planning and protection. This dynamic structure ensures that participants receive well-rounded guidance from specialists who are deeply experienced in their respective fields.
This collaborative approach enriches every workshop and discussion, helping individuals understand how financial principles connect across legal, tax, and personal dimensions. By learning from multiple perspectives, individuals gain the clarity and confidence to make informed decisions about their financial future.
Together, Dr. Mason and her team offer more than information—they provide insight, structure, and a practical framework for lasting financial success.
Your Roadmap to Financial Freedom
The Financial Mastery Program
The Financial Mastery Program is the cornerstone of the Financial Wellness Academy—a transformative four-week experience designed to teach practical strategies for lasting financial independence. Each program is guided by Dr. Patty E. Mason, whose hands-on approach ensures that every participant walks away with a clear, actionable plan for building and protecting their financial future.
The program follows The Seven Pillars to Financial Wellness, a comprehensive framework developed by Dr. Mason to address every dimension of financial success—from mindset and money management to entrepreneurship, investing, and legacy planning. Through these structured lessons, participants learn how to manage their finances with confidence, design sustainable systems, and create long-term wealth for themselves and their families.
What makes the Financial Mastery Program unique is its balance of knowledge and accountability. Attendees don’t just learn about financial principles—they practice applying them, building new habits that lead to measurable results. Supported by Dr. Mason and her trusted team of experts, participants gain the insight, clarity, and structure needed to turn financial goals into reality.
For many, the program is more than an educational experience—it’s a turning point. It provides the tools to move from uncertainty to control, from financial stress to freedom, and from learning to living with confidence.
*Space is limited — early registration is recommended.
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Every financial transformation begins with a single step — asking the right questions. Whether you’re ready to join the Financial Mastery Program, want to learn more about upcoming sessions, or simply want clarity on where to begin, we’d love to hear from you.
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