Meet The Professionals

 At Mahdion Financial, not only will you work a team of experienced professionals, you also have a full staff backing you up to achieve your financial goals. 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

 

 

 

R. Xavier Mahdion

Senior Financial Representative

Principal Securities Registered Representative
CA Lic.# 0722184  

 

 

Xavier brings integrity, knowledge and excellent personal service. He has applied these standards to help meet the needs of individuals, businesses, employers and advisors for more than 20 years. Xavier and his team engage in protective planning with the client and their other professionals to help identify and set financial goals on a mutually comprehensive level. His retirement and estate planning knowledge can help in the following areas:

  • Works with your CPA's recommendations to help facilitate strategies to help manage tax liability
  • Helps clients establish employment related benefit programs to help manage taxes
  • Provides investment and insurance options to help with your financial planning efforts
  • Assists clients in designing the structure of distributions from qualified and nonqualified benefit plans
  • Assists clients with their estate planning strategies and establishing strategies to help manage estate tax liability
  • Monitor and evaluate established benefits and or retirement plans to maintain goals

 Memberships  

  • San Diego Better Business Bureau (BBB)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Life and Qualifying Member of Million Dollar Round Table (MDRT)
  • CalCPA
  • Inducted in the Hall of Fame for Principal Financial Group Hall of Fame Southern California Business Center San Diego office (2014)

 

  Justin C. Frisco

  Senior Financial Representative
  Principal Securities Registered Representative, Financial Advisor

  CA Lic. # OD63552 

 

Justin C. Frisco focuses on the application of a needs-based approach for businesses and individuals. Using this approach with his clients has helped worked towards maximizing their net worth, while managing taxes.

Justin is a board member of the National Association of Insurance and Financial Advisors (San Diego Chapter). 

 

Are you ready to improve your financial fitness? Come meet with one of our experienced advisors from the comfort of your home by clicking on the icon.