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Kerry Mayo (CFP®, MA)

Kerry Mayo focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

Kerry Mayo is Capital Financial Advisors of New York's economist.  He is instrumental in ensuring the firm's clients have the best fixed income, bonds, funds, and ETFs available.  He is also intimately involved in retirement planning, small business planning, succession planning, estate planning and college planning.  

 

Additional Information

Kerry Mayo received his Master of Arts degree in Economics with a concentration in financial markets in 2005. While completing his graduate studies he also worked in the financial planning field. Before joining CFANY, Kerry Mayo spent two years working for an economic consulting firm creating economic and econometric models used in forecasting for private entities, local governments, regional organizations and the State of Vermont. He also gained experience in the analysis of business and personal financial statements as a forensic economist. As a CFP practitioner, Kerry Mayo has combined his unique experience in the areas of finance and economics with knowledge of all aspects of financial planning.

NAPFA Start Date

October 20, 2008

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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10 Maxwell Dr Ste 104B Clifton Park, NY 12065-2933 Phone: (518) 280-0030 Fax: (518) 280-0031
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