M & P Personal Financial Planning is an Independent Investment Advisor and financial planning organization. M & P Personal Financial Planning is an affiliate of Mellman and Perdue CPAs, Inc. We have been serving the greater Columbus community since 1945 with the philosophy that tax form filing is merely the end result of sound tax planning and financial advocacy.
Kevin Mahan is our financial adviser and retirement/tax planning specialist. He is a Chartered Financial Analyst, Certified Public Accountant, and Personal Financial Specialist and is a member of the CFA Institute, the American Institute of Certified Public Accountants, and the Ohio Society of Certified Public Accountants. He is a 1991 graduate of the Ohio State University. He holds the Series 65 investment license and is also insurance licensed.
Why Our CFA Credential Matters
Today’s financial markets demonstrate the importance of having reliable evidence of your financial adviser’s integrity, experience, and commitment. Among the credentials that financial professionals may hold, none are more highly regarded than or as rigorously focused on investment knowledge as the Chartered Financial Analyst® designation. At M & P Personal Financial Planning, every senior member of our team is a CFA charterholder and embodies the following core tenets:
Ethics are a core component of the curriculum that leads to the CFA designation. Every CFA charterholder is required to annually sign a statement declaring adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
Knowledge and Experience
Every CFA charterholder has at least four years of industry experience and has passed 18 hours of rigorous examinations on subjects that include investment tools, asset valuation, portfolio management, and the application of ethical and professional standards.
The CFA charter has become the global professional investment credential. There are CFA charterholders in more than 130 countries, with increasing demand worldwide for the CFA program.
Respect for the program’s professional standards has made the CFA designation the mark of distinction for investment professionals worldwide.