Broker Check

Kim "Mo" Mahoney

MBA, WMCP®, RICP®, CExP™, CEPA®
Registered Investment Advisor

mo_mahoney@pacificadvisors.com

(858) 242-5800

MY BACKGROUND:

I have over 30 years of experience in the Marine Corps, primarily as an F/A-18 fighter pilot to include multiple combat and US Navy carrier-based deployments. After getting my MBA I transitioned to the reserves and have over 12 years of finance experience focused in business transition, structural liquidity and protecting client assets to maximize growth and pass on as legacy. I live in San Diego with my wife of 30 years and 3 sons while enjoying surfing, international travel and supporting local youth sports and charities.

MY TEAM:

My role is as the Business Transition specialist and integrator for other professionals involved in the clients’ world. I work with a team of professionals who utilize advanced tools & strategies in a way that is understandable to our clients. This process allows our clients to re-engineer their estates & businesses to powerfully develop their ambitions for building a legacy while still getting full use & enjoyment of their assets.

HOW WE WORK:

  • We use a strategic evaluation process before making recommendations.
  • We align with our clients to design a balanced portfolio that focuses on wealth accumulation, distribution, & conservation of assets.
  • We focus on helping our clients to re-engineer their estates & businesses to powerfully develop their ambitions for building a legacy while still getting full use & enjoyment of their assets.

ENTERPRISE FINANCIAL STRATEGIES

Optimizing the financial strategies of your business is one of the most powerful things you can do to secure life-long financial sufficiency and your legacy. We work with owners at all stages of the business lifecycle, from assisting the new business owner with establishing a sound financial foundation to helping ensure smooth business succession and transition into retirement.

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DID YOU KNOW THAT 73% OF PEOPLE RANK FINANCES AS THEIR #1 CAUSE OF STRESS?

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COMPLEX OUTCOMES REQUIRE ADVANCED STRATEGIES

Complex strategies require advanced strategies, complex coordination, and specialized knowledge. At Pacific Advisors, we have implemented some of the most effective strategies for advanced asset protection and transfer, as well as maximization of assets and income. To accomplish this, we bring together your trusted professionals and our team of specialists to design strategies optimized for your unique situation.

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Forbes "Best in State" Top Financial Security Professional award is not issued or endorsed by Guardian or its subsidiaries. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay Forbes and Shook for usage rights of the ranking logo.

This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ:2875 Michelle Dr. Suite 110 Irvine, CA 92606909-399-1100. 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. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. 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.