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Home > Business & Finance > Personal Finance > Owen H. Malcolm
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Owen H. Malcolm
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This expert is currently unavailable for sessions. We apologize for any inconvenience caused.
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Expert in:
Personal Finance
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Rating:
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Languages:
English
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I'm a fee-only financial planner with broad experience in all types of client situations, from artists to athletes, moms to musicians, entrepreneurs to educators.
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Degrees
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BS in Finance, MBA in Entrepreneurship, CFP Designation, NASD Series 65 Licensed, Insurance Lincenses: Health, Life, Annuity
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My Expert Service
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I'm a fee-only financial planner with broad experience in all types of client situations, from artists to athletes, moms to musicians, entrepreneurs to educators. Together we can help put you on the path to financial freedom, but one based on sound choices, not the recommendation of a particular product or insurance policy!
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Experience & Qualifications
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In addition to undergraduate and graduate degrees, professional designations (CFP), etc, I have over a decade in financial services. I've worked with clients of all backgrounds to help them plan for their financial future. Typical areas I help clients are long-range goal planning, insurance, taxes, retirement, education, estate planning, cash flow, debt, investments, etc.
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Available Modes Of Communication
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email/chat
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Contact
Owen H. Malcolm
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