Rick Mayo, M.S., CFP®, ChFC®

  • Rick Mayo, M.S., CFP®, ChFC®

    Branch Manager

    CERTIFIED FINANCIAL PLANNER Practitioner

I specialize in the development and implementation of written financial plans. Initially, I interview the client for 30 to 45 minutes to discuss goals, time horizon and investment experience, as well as to gather information for a financial X-ray. From this data gathering, I construct a plan that addresses six areas of financial planning.

Education:

  • Xavier University, BSBA, Economics (1983)
  • College For Financial Planning, Master of Science (2012)

Community Groups:

  • The Financial Planning Association
  • The Financial Services Institute
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.