Jamie Malone (CFP®, CPA, MBA, MBT)
Jamie Malone focuses in the
following client markets or areas of practice:
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
JoycePayne Partners works hard to function as each client's Personal Chief Financial Officer. We view each client holistically where every part of a client’s financial life is analyzed to develop innovative solutions to help them achieve their financial goals. From a financial planning perspective these innovative solutions include estate planning, insurance, tax strategies, employee benefits, stock options, cash flow and education planning as well as our concierge services. On the investment side the firm customizes each client’s portfolio to reach the goals that are important to them. As a Financial Strategist at the firm, Jamie is responsible for all aspects of client relationships, including client financial strategy and counsel, comprehensive financial planning and investment management. He is a Certified Financial Planner and a Certified Public Accountant.
NAPFA Start Date
October 18, 2010
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