Advisor at Engineering Financial Independence, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Engineering Financial Independence, Inc.
Location
Poway, CA
Credentials
Series 65
Industry experience
3 years
John Malaney is the principal advisor at Engineering Financial Independence, Inc., holding a Series 65 designation with three years of industry experience. He also works as a Program Manager at General Atomics, a role he has held since 2012. Engineering Financial Independence, Inc. provides portfolio management and financial planning primarily for individual and high-net-worth clients, combining fundamental analysis, modern portfolio theory, and quantitative methods. The firm offers written Investment Policy Statements and free educational content such as newsletters and blog posts, with an investment approach that includes equity recommendations and options strategies.
Based on Engineering Financial Independence, Inc.
Based on Engineering Financial Independence, Inc.
Based on Engineering Financial Independence, Inc.
Up to $25,000 fixed fee for financial planning, negotiable and can be waived or reduced
$1 - $1,500,000: 1.50% $1,500,001 - $3,000,000: 1.25% $3,000,001+: 1.00%
$200 to $500 per hour
Poway, CA
California
Engineering Financial Independence, Inc.
2022 - Present (4 years)
General Atomics
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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