Tom Mayea, Cpfa®

Tom Mayea, Cpfa® Email and Phone Number

Cypress, CA, US
Tom Mayea, Cpfa®'s Location
Cypress, California, United States, United States
About Tom Mayea, Cpfa®

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. I am fluent in both English and Spanish, a skill that allows me to cater to a diverse clientele.One of the most fulfilling aspects of my job is that it allows me to strike a balance between my professional and personal life. This gives me ample time to spend with my children, Benjamin and Charlotte, and pursue my hobbies. Born and raised in Southern California, I currently reside in Cypress, California with my two beautiful children. When I am not working or spending time with my family, I indulge in a variety of hobbies. Since 2020, I have been learning to play the guitar, which has been a fascinating journey of discovering new songs and expanding my musical knowledge. I also enjoy playing golf, snowboarding, reading biographies of people I find intriguing, and capturing countless pictures and videos of my children.Addressing Financial Life EventsBusiness & Individual Retirement PlanningDevelop a Plan to Help Reach Your Financial GoalsOrganizing Retirement AccountsWealth Management StrategiesContact via:LinkedIn Message | 424-481-8882 | tom@mayeawealth.com | www.mayeawealth.com

Tom Mayea, Cpfa®'s Current Company Details
Mayea Wealth Management

Mayea Wealth Management

View
Founder
Cypress, CA, US
Website:
mayeawealth.com
Employees:
1
Tom Mayea, Cpfa® Work Experience Details
  • Mayea Wealth Management
    Founder
    Mayea Wealth Management
    Cypress, Ca, Us
  • Mayea Wealth Management
    Founder & Ceo
    Mayea Wealth Management May 2024 - Present
    Cypress, California, United States
    Tom Mayea is a registered representative with and securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment Advice offered through Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Mayea Wealth Management are separate entities from LPL Financial.California Insurance License #0F45561Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of the states in which I am registered to do business, please visit www.mayeawealth.com.
  • Merrill Lynch Wealth Management
    Senior Financial Advisor, Assistant Vice President
    Merrill Lynch Wealth Management Jun 2017 - May 2024
  • Wells Fargo Advisors
    Registered Rep
    Wells Fargo Advisors Nov 2016 - Jun 2017
  • Wells Fargo Advisors
    Registered Rep
    Wells Fargo Advisors Jan 2011 - Oct 2016
  • Wells Fargo Advisors
    Financial Consultant / Sales Assistant
    Wells Fargo Advisors Nov 2005 - Jan 2011
  • Wells Fargo
    Personal Banker
    Wells Fargo Nov 2005 - May 2007

Tom Mayea, Cpfa® Education Details

Frequently Asked Questions about Tom Mayea, Cpfa®

What company does Tom Mayea, Cpfa® work for?

Tom Mayea, Cpfa® works for Mayea Wealth Management

What is Tom Mayea, Cpfa®'s role at the current company?

Tom Mayea, Cpfa®'s current role is Founder.

What schools did Tom Mayea, Cpfa® attend?

Tom Mayea, Cpfa® attended Uc San Diego.

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