Tom Mayea, Cpfa® Email & Phone Number

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

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  Uc San Diego

  Economics