I have been in San Bernardino County since 2008 as a student, professional and a new father. I serve families and businesses by understanding their unique financial needs and tailoring solutions to help reach their short- and long-term goals.
One of my favorite things about my job is that I get to talk to people about their financial wealth. I have helped clients save for college or a first house and create a cushion should an unexpected cost arise.
Most of all, I really enjoy helping my clients reach and stay in retirement so they can spend more time pursuing their passions with loved ones. I do this by meeting with clients periodically to ensure I still understand what's important to them and to update any changes.
Like most of you, I feel that family is very important. My most gratifying roles are being a husband and father to my beautiful wife, Shelby, and our newborn daughter, Alessi.
If you or someone you know needs a little encouragement or guidance, please give me a call. I welcome the opportunity to serve you.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- College Savings
- Divorce Finances
My Personal Interests
- Personal Fitness
Office Address10370 Commerce Center Dr
Rancho Cucamonga, CA 91730
Phone NumberMalik J Mallory at (909) 360-4960
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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