Kevin Mahoney, CFP® Illumint

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About Kevin Mahoney, CFP®

When my wife and I were expecting our first child a few years ago, many of our initial conversations revolved around personal finance. Can we make student loans payments and save for college? How should we fit child care into our budget? And at what point might we want to buy a new house?

Fortunately, I had a background in finance, so we had a head start on some of these questions. But even so, we still put a lot of effort into researching different acronyms, tax strategies, and companies. I figured that my life was about to get more hectic, and I was concerned that tasks likes these would cut into the limited time I had for date nights and playgrounds.

I often thought, if I had these feelings – even with an MBA in finance – how much more stressed must other people my age be? I realized that I had the ability to offer our generation an uncommon alternative: a financial planning company that’s actually designed for us. Welcome to the Illumint financial community.

My credentials and education:
*CERTIFIED FINANCIAL PLANNER™
*MBA (Finance), Georgia Tech
*B.S. (Business Administration), Georgetown University

I encourage you to schedule a time to meet with me!

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Ideal Clients

  • Gen Y/Millennials
  • Newly Engaged
  • Offers Free Assistance to Furloughed Government Workers
  • Parents
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly Fee:$233+/mo

SEC Records

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