Mark Malcein

Background

About Mark Malcein

I’m a client-focused professional with over 17 years of experience in guiding and delivering trusted financial advising to high-net-worth individuals, PA public school employees, and various other clients. I excel in producing comprehensive investment solutions that emphasize patient decision-making, holistic planning, and diversified approaches to large portfolios. As a decisive leader and collaborative team player, I thrive in building teams, training diverse staff, and enhancing employee satisfaction without compromising client outcomes. Qualifications support these achievements, including the Accredited Investment Fiduciary (AIF) and Certified Financial Planner (CFP) designations.**Key areas of specialization:** Financial Advising / High-Net-Worth Clients / PSERS Pension Consulting / Team Leadership / Retirement Planning / Annuities / Wealth Management / Personal Finance / Investments / 403(b)/ IRAs / 401k Rollovers / Education Funding / Life & Long-Term Care Insurance / Financial Literacy (610) 971-1080 Extention 147 mmalcein@4kmc.com 724 W. Lancaster Ave, Suite 210, Wayne, PA 19087 Opinions and comments expressed by Social Media Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. GWN Securities will not accept purchase or sale orders via Social Media platforms or its messaging systems. Please follow this link for a complete version of GWN Securities Social Media Policy: https://gwnsecurities.com/socialmedia Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.