KATHLEEN ENGLER MALONE

FINANCIAL CONSULTANT | STOCKBROKER

About Me

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Our Services

Tailored financial advice, investment strategies, and consulting to meet your unique needs.

Financial Consulting

I create tailored strategies to help you achieve your financial goals. Whether it’s budgeting, wealth planning, or overcoming financial challenges, I work closely with you to build a secure foundation for your future

Stock Brokerage

Navigating the stock market doesn’t have to be intimidating. I offer personalized advice on stock selection, trades, and strategies, empowering you to make confident investment decisions.

All Services

Retirement Planning

Planning for retirement is one of the most important steps you’ll take. I’ll design a personalized, flexible plan to ensure your retirement is secure and aligned with your lifestyle goals.

About Kathleen Engler Malone

As a dedicated financial consultant with nearly four decades of experience, I am passionate about helping individuals secure their financial future through personalized advice and inclusive strategies. My journey began as a teenager at Merrill Lynch under my father’s guidance, sparking a lifelong commitment to finance. I focus on aligning investments with personal values and ensuring thoughtful succession planning, empowering clients to build secure, prosperous futures with integrity and care.

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Qualifications

General Industry/Product Exams Passed:

Securities Industry Essentials Examination (2018)

General Securities Representative Examination - Series 7 (1986)

State Securities Law Exams Passed:

Uniform Investment Adviser Law Examination - Series 65 (1997)

Uniform Securities Agent State Law Examination - Series 63 (1986)

Registered with

6 Self-Regulatory Organizations (SROs) and 34 U.S. states/territories

Client Feedback

Hear what our clients say about their financial journey with us.

Kathleen’s knowledge of digital currency and traditional investments is impressive. She helped me navigate digital assets while keeping my broader financial goals in focus. Her ability to simplify complex topics and provide honest, strategic advice is unmatched.

Heather Miscuk

West Virginia

Kathleen’s expertise and personalized advice have been invaluable in growing my portfolio. Her guidance gave me the confidence to make sound financial decisions.

Mathew Crose

Oregon

★★★★★

Kathleen’s expertise in asset management and investment advising has been truly invaluable. She helped me grow my portfolio while ensuring it was diversified and resilient. I feel confident in my financial future, knowing she’s always a step ahead in planning and strategy