Keven Payano
Helping Professionals in Medicine, Law, Tech, and Business Maximize Wealth, Reduce Taxes & Build Long-Term Financial Security | Financial Planning Backed by 160+ Years of Expertise
- Role
- Financial Representative at Northwestern Mutual
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Keven Payano
NO DAYS OFF. From the basketball courts of Monroe College to the world of…
Experience
Financial Representative
Mar 2023 — Present · NY, US
As a Financial Representative at Northwestern Mutual, I coach people on how to win the financial game of life. Working with a team of wealth management advisors, I strive to serve physicians, attorneys, business owners, and investment bankers with where they’re at and provide efficient strategies to help grow and secure their financial freedom. When my team and I work with physicians and attorneys, we focus on tax mitigation strategies, especially for doctors transitioning to higher income tax brackets. Additionally, we provide professional guidance in retirement planning, structured savings philosophies, debt reduction strategies, and risk management for comprehensive financial plans.Our team supports business owners with tax-efficient strategies, retirement planning, employee benefits, and cash flow analysis for both personal and business financial planning. Our goal is to ensure their financial stability and growth.Our team also work with investment bankers by helping them diversify their portfolios with a balance of aggressive and safe assets. This assistance can be helpful for many who may not have the time for their own personal investment planning or prefer to disconnect from work after hours.My mission at Northwestern Mutual is to help you become a better individual by helping you achieve and protect your financial goals—whether short-term, mid-term, long-term, or retirement—through educated decisions and efficient strategies.I’d love to help you build a plan that will prepare you to navigate anything life throws your way. If you’re open to connecting with an advisor who can give you a new take on financial planning, I invite you to get in t••••••••@nm.com34••••••25
Education
Cardinal Hayes High School
High School Diploma
2014 — 2018
Monroe University
Bachelor of Business Administration - BBA, Business Administration and Management, General
2018 — 2022
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