Kerry Mayo, CFA®, CFP®

  • Graduated from the State University of New York at Albany with a M.A. in economics with a concentration in financial markets
  • Earned a B.A. in history with a minor in economics from Saint Michael's College in Colchester, Vermont
  • Chartered Financial Analyst® practioner
  • Certified Financial Planner® practitioner
  • Member of the National Association of Personal Financial Advisors (NAPFA)
  • Research economist responsible for economic modeling and forecasting for two years at a firm in Vermont
  • Prior financial planning experience with CFANY and Primerica Financial Services prior to and during graduate school

Kerry Mayo lives in Saratoga Springs with his wife, son and daugher.  He enjoys hiking, golf and all types of skiing in the Adirondacks.  Kerry Mayo holds the Chartered Financial Analyst (CFA)  and Certified Financial Planner (CFP) designations . He has extensive experience as an econometrician creating economic models and forecasts.

Kerry has been interviewed by many financial publications including The Wall Street Journal and Investment News and appeared on SiriusXM Radio.

Kerry's profile at NAPFA can be accessed here:

Kerry's profile at the Fee-Only Network can be accessed here: