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AIF® · C(k)P® · QPA QKA® · ERPA® · TGPC®

financial consultant

austin, tx


Kevin Mahoney joined intellicents as a Financial Consultant in August 2023 to head up our Austin, TX location.  Kevin’s main duties at intellicents consist of working with all types of organizations to design, implement and manage company retirement plans.  He also helps educate teams of all types with the goal of creating retirement-ready individuals.

Prior to joining intellicents, Kevin served as a Business Development Officer for independent record keeper and investment advisor.  He has worked in all aspects of company sponsored retirement plan administration, compliance, fiduciary management, and consulting. This vast experience helps plan sponsors and participants simplify what is seen as a complex world.

education & certifications

Kevin graduated from California State University Stanislaus with a B.S. in Business Management.

He has previously passed the following securities exams:

  • Series 7: General Securities Representative

  • Series 63: Uniform Securities Agent

my idea of

living the dream

Living the dream for me is having the freedom to go and do the thing that you love without the worry of will I have enough money. This is not something that can be bought, but something that makes life worthwhile.

dream job

this is my

I am most passionate about helping people learn the value of saving and helping them realize their dreams. I have the privilege of getting to know people of all faiths and backgrounds which gives me a greater understanding of what individuals truly desire as humans.

this is how i

make it real

Most of my free time is spent planning travel adventures for myself and my family. Some of those plans include golf but some do not. I also have a passion for dirt track racing and love a Saturday night at the racetrack.

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