Not a licensed CPA, does not qualify as a Student, Candidate or Financial Professional member and meets Associate category eligibility requirements.

“One of the main reasons I joined CalCPA was to stay connected with all that is related to accounting policy and procedures regardless of the industry that I was working in.

I would definitely recommend any professional in the financial field to be part of this organization.”

—Xavier Mahdion
Senior Financial Representative
Principal Financial Group

San Diego Chapter
Member since June 15, 2007

Xavier Mahdion has been bringing Wall Street to Main Street with integrity, knowledge and excellent personal service for more than 28 years. He engages in protective planning to help identify and set financial goals on a mutually comprehensive level. He works with recommendations to facilitate plans and solutions to help minimize tax liability to establish employment related benefit programs to minimize taxes. He provides investment and insurance options to fortify protective planning efforts. Xavier also assists in designing the structure of distributions from qualified and nonqualified benefit plans and estate planning, establishing strategies to reduce estate tax liability monitor, and evaluating established benefits or retirement plans to maintain goals.

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