Kevin Mayo, CFP®, MBA From Restaurateur To Wealth Strategist Extraordinaire

Health and Wealth Podcast with Carter & Tim

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
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