Kevin Mayo CFP®, MBA
Kevin has helped individuals, families, and business owners meet their financial goals for over 22 years. He is currently a Financial Planner at Falcon Wealth Planning where he works directly with clients to help them with their overall comprehensive plans using efficient tax strategies.
Prior to joining Falcon Wealth Planning, Kevin served as Regional Manager for TD Ameritrade. Most recently, Kevin served as a Senior Private Client Advisor for BNP Paribas Bank of the West providing personalized financial planning and asset guidance.
Kevin holds a Bachelors 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.
He 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.
Professional Designations & Licenses
• Certified Financial PlannerTM Professional (CFP®)
• Masters in Business Administration® (MBA®)