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
Michael Mallick
President
Valley Forge Financial Group
United States, Pennsylvania, Havertown
About Me
Profile Information
President
Valley Forge Financial Group
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Havertown
Pennsylvania
United States
Aug 16, 2024
Keylinks
More profiles to browse
Rachel Kalivas
Principal
Edward Mcnicholas
Director
Brett Keller
Principal
Stephen T. Mumford, Jr.
President - Valley Forge Investment Consultants, Inc.
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation