Brad Malia has worked in the financial services industry for 15 years helping families build purpose based financial plans. Working as a licensed fiduciary and Investment Advisor, he builds each plan by focusing solely on the client’s financial objectives. He uses a comprehensive strategy and personally tailors each plan specifically for each client.

For the past ten years, Brad Malia has worked exclusively with the 50+ age group.  Working closely with a network of professionals including estate law attorneys and CPA’s, he has helped many retirees in the areas of wealth accumulation, income planning, tax planning, legacy planning, and wealth transfer. Brad was an original presenter of our premier workshop Retirement 101 when it was first created for the retirees of Georgia State University.  Since his initial presentation at GSU in 2008, Brad has taught this same informative workshop, along with others, to thousands of retirees in his home state of Florida.  He has been featured in Money, Fortune, Entrepreneur & Bloomberg Businessweek magazines and also currently airs on WFLA 970 AM in the greater Tampa Bay area.  Through helping countless retirees learn how to maneuver successfully through financial decision making, Brad has established himself as one of the leading advisors of the 50+ age group. He holds his Series 65 and Life and Health licenses.