))
Kevin Mayo, CFP®, MBA From Restaurateur To Wealth Strategist Extraordinaire
Manage episode 343164050 series 2895276
内容由Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James提供。所有播客内容（包括剧集、图形和播客描述）均由 Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Episode 72 - Kevin has been serving individuals, families, and business owners to meet their financial goals for over 22 years. He is currently a Financial Planner at Falcon Wealth Planning, Inc., a Fee-Only advisory firm, where he works directly with clients to help them with their comprehensive plans using efficient tax strategies.
Before joining Falcon Wealth Planning, Inc., Kevin served as Regional Manager for TD Ameritrade, most recently, Kevin served as a Senior Private Client Advisor for Large National Bank providing personalized financial planning and asset guidance. Kevin has a Bachelor of Science degree from California State University in San Bernardino and an MBA from California Lutheran University. Kevin is currently pursuing a Masters in Accounting and Taxation through Southern New Hampshire University.
Kevin has been married to his wife Rachel for 23 years and has two daughters, Jordan and Jessie. Kevin serves on the Board of The Desert Estate Planning Council, The Board of the Dr. Carreon Foundation, Chartering Organization Representative for the Boys Scouts and is an active Rotarian. Kevin is an avid sports fan and loves to play golf in his free time.
Learn more about Kevin Mayo here: https://www.falconwealthplanning.com/team-member-01/kevin-mayo
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.
See omnystudio.com/listener for privacy information.
109集单集
分享
