Kerry Mayo| CFA, CFP®
Capital Financial Advisors of New York, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
- High Net-Worth Clients
Clifton Park, NY 12065
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Kerry Mayo is a Albany, NY Fee-Only Financial Planner serving all of New York State. Capital Financial Advisors of New York, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Kerry Mayo is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Kerry Mayo is a NAPFA-Registered Fee Only Financial advisor based in Clifton Park, NY with clients in states as far away as California and Arizona. Capital Financial Advisors of New York is Upstate New York's only NAPFA corporate member bringing together three advisors with over fifty years of combined financial planning and wealth management experience. Kerry holds a M.A. in economics, the CFP designation and is a CFA candidate.
- Graduated from the State University of New York at Albany with a M.A. in economics with a concentration in financial markets
- Earned a B.A. in history with a minor in economics from Saint Michael's College in Colchester, Vermont
- Chartered Financial Analyst® practioner
- Certified Financial Planner® practitioner
- Member of the National Association of Personal Financial Advisors (NAPFA)
- Research economist responsible for economic modeling and forecasting for two years at a firm in Vermont
- Prior financial planning experience with CFANY and Primerica Financial Services prior to and during graduate school
Kerry Mayo lives in Saratoga Springs with his wife, son and daugher. He enjoys hiking, golf and all types of skiing in the Adirondacks. Kerry Mayo holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations . He has extensive experience as an econometrician creating economic models and forecasts.
Kerry has been interviewed by many financial publications including The Wall Street Journal and Investment News and appeared on SiriusXM Radio.
At Capital Financial Advisors of New York, LLC we focus solely on assisting you in achieving your life goals through the proper management of all of your financial resources. We measure our success by your success in attaining your objectives.
We nurture long-term relationships with a limited number of clients, and we work closely and continually with them. Our personal touch sets us apart. Although we are not a large organization, we have the experience and the expertise to provide the highest quality wealth management. Working as a team allows our clients to benefit from the diverse backgrounds of our advisors.
Capital Financial Advisors of New York, LLC brings together four registered investment advisors with many decades of diverse experience in financial management and planning. Walton Williams and Paul Corr are Certified Public Accountants licensed by New York State and Personal Financial Specialists qualified by the American Institute of Certified Public Accountants. Kerry Mayo is an economist and a Certified Financial Planner® practitioner. Paul Corr and Julie Sciandra are also a Certified Financial Planner® practitioners. Julie Sciandra has an extensive background in investment research. All are members of the National Association of Personal Financial Advisors (NAPFA). In fact, Capital Financial Advisors of New York, LLC is Upstate New York’s only NAPFA corporate member.