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  1. Kevin Mayo, CFP®, MBA From Restaurateur To Wealth Strategist Extraordinaire Carter Wilcoxson and Tim James 1:03:36

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? Go to www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Carter Wilcoxson Podcaster

For almost two decades, Carter has helped top advisors in the country provide safe retirement solutions and accelerate their businesses to new heights, allowing them to support a record-setting number of clients.

Working directly with households himself, who want to protect the nest eggs they’ve worked their whole lives to accumulate, this personal experience of having dinner table conversations with people has driven Carter to always be on the lookout for what clients need that the financial industry might not be offering.

In this light, he recognized a deep divide between people who had the plan to protect and enjoy their wealth in retirement and those who were not only at risk of outliving their retirement savings but also at risk of having their legacy mishandled by unprepared heirs.

This led him to seek out the best minds in the industry. Financial planners, software engineers, and strategic marketing creators to partner with for delivering what Carter calls the three E’s… Educate, Enlighten, and Empower!

Carter went on a mission to perfect a solution to solve this critical problem. Finally, Carter had a “Eureka!” moment, and he created the combination of a proven cloud-based Estate Planning software with his proprietary process and solution that he knew the world desperately needed.

Now Carter and his team devote themselves to connecting consumers with the financial professionals and education they need to make informed financial decisions about the future of their estates. This revolutionary solution, known as our eStatePlan™ Portfolio, lets people bypass the expense and intimidation of consulting a high-priced attorney using the OEPT (Outsourced Estate Planning Team) to deliver white-glove and end-to-end support to complete client’s goals and objectives around their estate and legacy planning needs.