A Singular Focus: Your Financial Well Being
I am proud to serve as the Founder and CEO at Mayea Wealth Management. With over 18 years of experience in the financial services industry, my primary responsibilities encompass advising clients, providing them with exceptional service, managing their wealth, and running the firm.
I have always had an inclination towards the financial world, which led me to pursue a Bachelor of Arts in Economics from UC San Diego. This solid foundation in economics, combined with my passion for helping others, naturally guided me towards a career in financial services. Over the years, I have obtained the Certified Plan Fiduciary Advisor® (CPFA®) designation, as well as the Series 7, Series 66, and Life & Health Insurance Licenses, allowing me to offer comprehensive financial advice to my clients.
What motivates me the most is the opportunity to help families who want, need, and most importantly, appreciate my assistance. I thoroughly enjoy speaking with my clients and hearing about their lives, passions, and hobbies. This not only keeps me connected with them on a personal level, but also helps me tailor my services to their specific needs and aspirations. As someone who believes in providing the greatest value to my clients, I strive to reduce their stress around finances. I take pride in my ability to simplify complex financial concepts and present them in a way that is easy to understand. This, I believe, is crucial in helping clients make informed decisions about their finances.
***The financial consultants of Mayea Wealth Management are registered representatives with and securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Mayea Wealth Management are separate entities from LPL Financial.
www.finra.org
www.sipc.org
Company Details
- Employees
- 1
- Founded
- -
- Address
- 10601 Walker St.,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.mayeawealth.com
- Keywords
- Cypress.
- HQ
- Cypress , CA
Mayea Wealth Management Questions
Mayea Wealth Management's website is http://www.mayeawealth.com
Mayea Wealth Management's LinkedIn profile is https://www.linkedin.com/company/mayea-wealth-management
Mayea Wealth Management has
1 employees.
View email and phone details for 1
employees at Mayea Wealth Management.
Mayea Wealth Management's industry is
Financial Services
Mayea Wealth Management's top competitors are
Mountain West Financial, Llc,
Axs Health,
Ml Mortgage Corp,
Perennial Financial Services,
Security Financial Services,
Arrowhead Orthopaedics,
Continuum Lending Strategies,
Scarfone Contracting,
Seven Oaks Surgery Center, Llc,
Perennial Labs.
Mayea Wealth Management's categories are Financial Services
Mayea Wealth Management's founding year is 2024
