Jeff Malas, AAMS

Financial Advisor

During his 3 years with a large brokerage firm, Jeff was intent on creating a clear vision for the high level of service, excellence and education he desired to offer clients. As this vision took shape, he came to realize that it would be most attainable through the flexible model that LPL Financial offered.

With Jeff, every client is an individual, a fingerprint, whose financial goals are unique and worthy of the utmost care and attention. When meeting with a client, he has three main goals. First, listen carefully to the client. What fears does the client have? What is their current financial condition? Where do they want to be financially? Second, begin to develop a distinct financial plan that is sensitive to these unique goals and fears. Third, align the client’s financial plan with investment/insurance products that are appropriate to that plan.

Jeff has been married to Wendy (aka, “the better half”) for nearly 12 years. They have 4 energetic children, ages 10, 8, 6, and 4.

Jeff is originally from California, where he grew up as the consummate water boy – surfing, lifeguarding, swimming, water polo etc. He also has a love for baseball and his local church.

contact Jeff