Available for Interviews: Mario Payne, CFP
Mario Payne is a Certified Personal Planner and is the Founder of TOAMS Financial in Jacksonville and brings over 15 years of investment experience to his business. He is also the author of the forthcoming book, The R.e.l.a.x. Investor: A Stress-Free Approach to Investing While Building Wealth.
What Mario Payne could say on
AI and Wealth Generation:
5 Ways AI Is Helping Your Financial Planner Make You More Money
1) Enhanced Financial Forecasting and Risk Assessment. AI algorithms can process vast amounts of data to provide better predictive models. These advanced predictions can help financial planners understand market trends, asset performance, and risk factors, enabling them to make more informed investment decisions.
2) Personalized Financial Planning. AI can use a client’s financial history, risk tolerance, and financial goals to create a personalized financial plan. This level of personalization can potentially increase the return on investments by tailoring the plan specifically to the individual’s circumstances and preferences.
3) Automated Trading and Robo-Advisors. Robo-advisors use AI algorithms to manage and rebalance portfolios automatically, often at a lower cost than traditional advisors. This can increase the efficiency of trading and portfolio management, potentially leading to better returns. Like our index fund that is currently on the market, LETB
4) Fraud Detection and Cybersecurity. AI can identify unusual transactions or behavior that might indicate fraud or a cybersecurity threat. By protecting clients’ financial assets and personal information, AI can help maintain and grow their wealth.
5) Improved Market Research. AI can scan and analyze global financial news, social media sentiment, corporate reports, and other relevant financial data in real-time. This ability can provide financial planners with up-to-the-minute insights, influencing investment strategies and potentially leading to more profitable decisions.
Interview: Mario Payne, CFP
Mario Payne is a Certified Personal Planner and is the Founder of TOAMS Financial in Jacksonville, Florida’s trusted group of financial advisors. 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 Jacksonville, FL.
TOAMS Financial offers an array of personalized services, support, and guidance that will help make a positive difference in pursuing their client’s financial goals. They specialize in college planning, investment, retirement, and estate management services.
Mario Payne brings over 20 years of investment experience to his business. Mario made history in February 2022. The company he co-owns launched the first African-American-owned AI ETF on the New York Stock Exchange. The symbol is LETB. The goal of this fund is to limit investment losses while maximizing gains.
Mario Payne is also a veteran who served in the United States Army, guiding as a financial sergeant, guiding soldiers to achieve their financial goals. His passion for serving the community is the backbone of TOAMS Financial.
Payne is the author of the forthcoming book, The Re.l.a.x. Investor: A Stress-Free Approach to Investing While Building Wealth.
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