About CFANY
At Capital Financial Advisors of New York, LLC we focus solely on assisting you in achieving your life goals through the proper management of all of your financial resources. We measure our success by your success in attaining your objectives.
We nurture long-term relationships with a limited number of clients, and we work closely and continually with them. Our personal touch sets us apart. Although we are not a large organization, we have the experience and the expertise to provide the highest quality wealth management.
Capital Financial Advisors of New York, LLC brings together three registered investment advisors with many years of experience in financial management and planning. Walton A. Williams and Paul J. Corr are Certified Public Accountants licensed by New York State and Personal Financial Specialists qualified by the American Institute of Certified Public Accountants. Kerry G. Mayo is an economist and a Certified Financial Planner® practitioner. Paul J. Corr is also a Certified Financial Planner® practitioner. All are members of the National Association of Personal Financial Advisors (NAPFA). In fact, Capital Financial Advisors of New York, LLC is Upstate New York’s only NAPFA corporate member.
Below are links to websites where you can learn more about our credentials:
Certified Financial Planning Board of Standards, Inc.:
American Institute of Certified Public Accounts Personal Financial Specialists:
National Association of Personal Financial Advisors:
CFA Institute: