Kim Mo Mahoney
Financial Advisor personally crafting Strategies for Highly Successful Business Owners and Individuals
- Role
- Advanced Financial Strategy Team (San Diego) at Pacific Advisors
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Kim Mo Mahoney
I work with high net worth clients, typically business owners in the $20M-$300M…
Experience
Advanced Financial Strategy Team (San Diego)
Jan 2015 — Present · San Diego, CA, US
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr.#110, Irvine, CA 92606, 90••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0H47939. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
UC Santa Barbara
Bachelor of Arts (B.A.), Economic/Political Science Dual Degree
1988 — 1992
Masters Business Administration (USC Marshall School of Business)
Master of Business Administration (M.B.A.)
2006 — 2008
Crespi Carmelite High School
High School
1984 — 1988
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