Paul Malin

Background

About Paul Malin

Paul Malin, a CFP® practitioner, offers clients a 360 degree, comprehensive approach to personalized financial planning. Here are the services clients seek most often: • Investment Management • Cash Management and Lending Solutions • Retirement Planning • Healthcare/Long-term Care Planning • College planning • Estate Planning Strategies Paul Malin has been awarded a professional designation in the field of long-term care, Certified in Long-Term Care (CLTC). The program is independent of the insurance industry and provides financial service professionals the tools they need to aid clients in planning their extended care needs. Paul Malin has is a Certified Financial Planner™ practitioner, having received his CFP® certification January 2012. It is an achievement that sets him as a part of a select group who has met the standards for work experience and ethics established by Certified Financial Planner Board of Standards Inc, a nonprofit, certification and standards-setting organization. Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at or consult with your Financial Advisor to understand these differences. © 2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/paul.malin. The information or content is for US residents only NMLS#: 1253248 CA Insurance License #: 0F79183