Madeline E. Maloon
Financial Advisor
CFP®
Madeline E. Maloon, CFP® graduated with honors from California Polytechnic State University, San Luis Obispo. She earned a Bachelor of Science degree in Business Administration with a double concentration in Financial Management and Accounting.
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Ms. Maloon specializes in creating individualized financial plans for women and their families. She customizes these financial plans to match the goals of her clients, pre and post-retirement. Her in-depth financial plans cover many topics such as wealth accumulation, budgeting, investment strategies, retirement goals, education funding, legacy planning, and more.
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Madeline is a proud supporter of the Arthritis Foundation, the East Bay SPCA, and Next-Door Solutions. When she isn't working, Madeline enjoys traveling, hiking, and spending time with her family.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification mark CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.