132. From Army Financial Specialist to a Registered Firm with Mario Payne

Average Joe Finances

Join Mike Cavaggioni with Mario Payne on the 132nd episode of the Average Joe Finances Podcast. Mario shares his journey in to becoming a Certified Financial Planner, and how he was able to build his own financial services firm, TOAMS Financial

In this episode, you’ll learn:

• How TOAMS Financial was created
• In what aspects TOAMS Financial differs with larger financial service firms
• What made Mario create an ETF platform for investors
• How does Mario’s Investment app work and what makes it different
• How Mario’s military experience contributed to his financial journey
• And so much more!

About Mario:
Mario Payne has a passion for making investing simple. His journey started in the United States Army as a financial sergeant. His responsibilities included monitoring soldiers’ financial goals. Mario then graduated from Tennessee State University. Where he currently serves as a TSU Foundation Board Member, helping to oversee his alma mater’s Endowment Fund.

He started his career in 2007 as a Financial Advisor with Edward Jones. Mario obtained his Series 7, 66, and life health and annuity licenses. Through this 6-year period, he learned how to manage client’s portfolios as well as how to build an investment advisory firm. In 2012, Mario became a Certified Financial Planner™ as well as a fiduciary.

In 2013, Mario started his own investment firm TOAMS Financial. The meaning of TOAMS is Tithe Offering Alms Means Stewardship. He has built his SEC registered firm on the premise of helping clients while “Making Investing Simple.” Along with building his firm, Mario is very proud to be Dave Ramsey’s ONLY minority Endorsed Local Professional Smartvestor in all of Jacksonville, FL.
Find Mario Payne on:
Website: www.toamsfinancial.com
Twitter: https://twitter.com/TOAMSFinancial
Instagram: https://www.instagram.com/toamsfinancial/
LinkedIn: https://www.linkedin.com/in/TOAMSfinancial/
Facebook: https://www.facebook.com/TOAMSFinancial/
Tiktok: https://www.tiktok.com/@paynefulprofits
Youtube: https://www.youtube.com/channel/UC0-hTO2CXl8e8Ofuwijymtw

Trading Platform: www.letbob.com
ETF creation platform: www.letbobetfs.com
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Chapters

1. 132. From Army Financial Specialist to a Registered Firm with Mario Payne (00:00:00)

2. [Ad] All Business. No Boundaries. The DHL Supply Chain Podcast (00:09:07)

3. (Cont.) 132. From Army Financial Specialist to a Registered Firm with Mario Payne (00:09:36)