R.G. "Bob" Malone

SUMMARY OF FINANCIAL QUALIFICATIONS

• Thirty years of Personal Finance expertise, including wealth management, stock, bond, and securities transactions, plus tax, retirement and estate planning

• Extensive Financial Education and Training, including graduate-level studies in Finance at the University of Denver supplementing a bachelor’s degree from the University of Minnesota

• Past publisher and author of Malone’s Letter, a Financial Newsletter providing investment strategies and recommendations

• Full membership in the International Association of Financial Planners (I.A.F.P.), adhering to the highest standards of integrity and trust with a commitment to championing the financial planning process

EDUCATION                

B.S.B.A. in Finance – 1965

     University of Minnesota, Minneapolis, Minnesota

     University of Denver, Denver, Colorado – 1965-68  

          Graduate-level studies in Finance

TRAINING                     Executive Training Program – Ford Motor Company (1965-67)

SECURITIES REGISTRATION            Series 7 & Series 63

PROFESSIONAL AFFILIATIONS         

     Boulder Chamber of Commerce (Small Business Counselor) 2005 - 2015

     International Association of Financial Planners (Member)

     National Association of Securities Dealers, Board of Arbitrators (Past Member) 

     Colorado Small Business Council (Past Member)

COMMUNITY SERVICE                     

University of Colorado President’s Club (Past Member) 

• University of Colorado President’s Club (Past Member)
• University of Colorado Golden Buffalo Scholorship Fund (Donor)
• Regis University President’s Council (Past Member)
• Colorado Small Business Council (Past Member)

PROFESSIONAL EXPERIENCE

1969 to present             Financial Consultant / Investment Executive

Provide financial consultations and wealth management services to an array of Clientele including individuals, business owners and corporations, utilizing experience in Analyzing market trends. Quoted by Forbes, USA Today and The Denver Post. Prior to 1969, involved in management positions with Ford Motor Company.

HOBBIES                     Fishing… Bicycling… Antique cars… An avid sports spectator…