Designations and Licenses

Malia is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Malia provides clients with personalized wealth solutions based on their specific needs and objectives. Additional responsibilities include opening, maintaining and reporting on client accounts as well as serving as the primary contact for clients.

Malia has a bachelor’s degree in finance from St. Louis University.

Personal Interests

Away from the office, Malia enjoys reading, spending time with friends and family and traveling.