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Sean Mayo, CRPS®

Regional Vice President at CUNA Mutual Retirement Solutions

Sean Mayo is a seasoned professional in the retirement industry, currently serving as the Regional Vice President at CUNA Mutual Retirement Solutions, a position he has held since February 2015.1 With over a decade of experience in the field, Sean specializes in helping financial professionals achieve greater success.1

Professional Experience

Sean's career in the financial services industry spans several roles:

  1. Regional Vice President at CUNA Mutual Group (February 2015 - Present)

    • Covers Hawaii, Southern California, and Las Vegas
    • Offers a wide array of retirement plan types, including 401(k), ERISA 403(b), DB, cash balance, and non-qualified plans
    • Assists with point-of-sales presentations and provides streamlined on-boarding services1
  2. Retirement Services District Manager at ADP (2011 - February 2015)

    • Designed and benchmarked retirement plans
    • Organized client meetings and performed sales presentations
    • Educated owners, advisors, and referring parties through seminars and networking events
    • Achieved top performance, qualifying for President's Club in 20131
  3. Senior District Manager at ADP (September 2001 - 2007)

    • Established a sales territory of over 1,200 customers
    • Developed relationships with banks and CPAs
    • Qualified for National President's Club multiple years
    • Awarded "Rookie of the Year 2002" among District Managers1

Education and Certifications

  • Bachelor of Business Administration (BBA) in International Business Management from Baylor University (1997-2001)1
  • Chartered Retirement Plans Specialist™ (CRPS™) certification from the College for Financial Planning (issued May 2020)1
  • FINRA Registered1

Sean Mayo's expertise in retirement solutions, coupled with his track record of success and industry certifications, positions him as a valuable resource for financial professionals and clients seeking comprehensive retirement planning services.

Highlights

Aug 12 · linkedin

I had a great time catching up with Kyle Penland last week in Walnut Creek. Not only is she a fellow Kansasan, but also an old co-worker at Cuna Mutual Group's Total Retirement Solutions. I looked up to her at work and excited to now network with her as an advisor. Excited for you and looking forward to what the year brings.

Aug 8 · linkedin

Take me back to #SwayLive24. I met so many incredibly talented retirement advisors and allies. As always, nice seeing you Theresa Conti, QKA, APR, ERPA, CPFA, Jay Washington, MBA, CEBS, AIF®, RICP® , Kevin Husted, Rosalyn Brown, CFP®, CRPS®, CSM and so many others! Until next year when we SWAY AGAIN!!!

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Sean Mayo, CRPS®
Sean Mayo, CRPS®, photo 1
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Location

San Diego, California, United States