portrait of Teresa S Malzahn
FINANCIAL ADVISOR

Teresa S Malzahn

CFP®, ChFC®, AAMS™
14620 Bogert Parkway, Oklahoma City, OK 73134opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Baking
  • Tennis
  • Rowing

Team Members

  • Stacey Jennings
    Registered Branch Associate
  • Debbie Brown
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(405) 848-0047

Fax

(877) 222-1048

Office Address

14620 Bogert Parkway
Oklahoma City, OK 73134opens in a new window

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