Kerry Mayo
CFA®, CFP®
Capital Financial Advisors of New York, LLC
Financial Advisor
Kerry Mayo
CFA®, CFP®
Capital Financial Advisors of New York, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice and wealth management to help you achieve your life goals. - Kerry Mayo, CFA®, CFP®
Serving the Capital District of New York State and clients throughout the USA
Kerry Mayo is a Clifton Park, NY fee-only financial planner. Capital Financial Advisors of New York, LLC provides comprehensive and objective financial planning, wealth management and retirement planning to help business owners and professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kerry Mayo is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kerry Mayo’s background in economic forecasting and analysis and his credentials in financial planning and investment management round out the expertise of the firm. Kerry's knowledge of financial markets and investments helps to ensure that clients have the portfolios they need to reach their objectives.
- 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® practitioner
- 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 lives in Saratoga Springs with his wife, son and daugher. He enjoys hiking, golf and all types of skiing in the Adirondacks. He serves on the City of Saratoga Springs Planning Board. Kerry 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 publications including The Wall Street Journal, Investment News, Schenectady Gazette, and appeared on News Channel 10 and SiriusXM Radio.
Kerry Mayo is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kerry Mayo is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Kerry Mayo is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Kerry Mayo is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Kerry Mayo is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Kerry Mayo
Office Locations:
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10 Maxwell Drive
Suite 104B
Clifton Park, NY 12065
