Kevin C. Mahony
Principal @College Funding Solutions
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WORK HISTORY
Principal @College Funding Solutions
Atlanta, GA, US
Full-service financial advisor catering to wealth management, college prep and financing and retirement planning. Subject matter expert and presenter to targeted prospects in Atlanta. Filled auditoriums with more than 300 families to present strategies on the most effective approach for selecting and funding their children\'s college education. Met with more than 100 families and worked directly with more than 30 families, on a fee basis, to assist with their college selection and college funding strategies.
EDUCATION
The University of Georgia
Bachelor of Business Administration (BBA), Major in Accounting
ABOUT KEVIN C. MAHONY
A strategic, experienced CFP® who leverages industry and sector knowledge to address financial, investment and tax issues. Provides added value to clients and teams through a robust background of financial planning and tax accounting insight. Recognized for superior client engagement which blends consultation, education and performance. Core Strengths and Areas of Expertise Include:• Retirement & Estate Planning• Tax Mitigation• Asset Management• Investment Strategy • Wealth Accumulation • Equity Sales• Consultative Sales• Client Service & Support • Building Trust & Rapport
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