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Michael Mallick

President

Valley Forge Financial Group

United States, Pennsylvania, Havertown

About Me

Mike joined Valley Forge Financial Group in 2009, specializing in estate planning, life insurance consulting, business succession and executive benefits. Previously, Mike held several financial management roles at General Electric and WP Realty, a shopping center redevelopment company. His articles have been published in the Philadelphia Estate Planning Council Newsletter and he has been a featured speaker at the annual meeting of the American Society of Retinal Specialists and the Strategic Investor Alliance in Philadelphia. Mike graduated magna cum laude with a B.S. in Finance from Boston University and is a graduate of General Electric’s Financial Management Program. He also holds Life

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Profile Information

President

Valley Forge Financial Group

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Havertown

Pennsylvania

United States

Aug 16, 2024

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