Malakoff Wealth

Erny Malakoff is a financial advisor at Malakoff Wealth with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial LLC and Malakoff & Associates. Outside of his advisory work, he serves as a preacher at the Masonic Residence in Union City, CA. Malakoff Wealth provides financial planning and consulting services to individuals, nonprofit organizations, banks, businesses, and pension plans. The firm focuses on written financial plans, ongoing reviews, and implementation guidance, relying on fundamental analysis and evaluation of investment managers and vehicles.

Joel Malakoff is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Malakoff Wealth in Danville, CA. He has been with Malakoff Wealth since 2010 and has prior experience with LPL Financial and Malakoff & Associates, Inc. Outside of his advisory role, he provides financial planning services on an hourly or fixed fee basis. Malakoff Wealth offers financial planning and consulting services to individuals, nonprofits, banks, businesses, and pension plans, focusing on written plans, ongoing reviews, and implementation guidance rather than discretionary portfolio management. The firm emphasizes fundamental analysis and manager-level evaluation when recommending investment mixes and typically refers clients to third-party broker-dealers for asset implementation and supervision.

Jared Harper is a financial advisor at Malakoff Wealth with a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2020 and has held roles in technology and academia, including positions at Metis Technology Solutions and California State University East Bay. Malakoff Wealth provides financial planning and consulting services to individuals, nonprofit organizations, banks, businesses, and pension plans. The firm emphasizes long-term allocations using fundamental analysis and manager-level evaluation, offering written plans and implementation guidance without directly managing client assets.

Katie Raasch is a financial advisor at Malakoff Wealth with a Series 66 designation and two years of industry experience. Her prior work includes positions at LPL Financial and The City of Dublin. Outside of her advisory work, she has maintained a long-term babysitting role since 2017. Malakoff Wealth provides financial planning and consulting services to individuals, nonprofit organizations, banks, businesses, and pension plans. The firm emphasizes written financial plans, ongoing reviews, and implementation guidance using a mix of index and actively managed funds, without direct asset management.

John Nolan is a financial advisor at Malakoff Wealth with four years of industry experience. He holds a Series 66 designation and has worked at Malakoff Wealth and LPL Financial. Prior to his advisory career, he was employed at Electronics for Imaging and BDO. Malakoff Wealth provides financial planning and consulting services to individuals, nonprofits, banks, businesses, and pension plans. The firm focuses on written financial plans, ongoing reviews, and implementation guidance, relying on fundamental analysis and manager-level evaluation to recommend diversified investment mixes without directly managing client assets.

Kellie Raasch is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Malakoff Wealth in Danville, CA, and has previously worked at LPL Financial, LLC. Raasch is also a Notary Public in addition to her advisory role. Malakoff Wealth provides financial planning and consulting services to individuals, nonprofit organizations, banks, businesses, and pension plans. The firm emphasizes written financial plans, ongoing reviews, and implementation guidance without directly managing client assets, relying on a mix of index and actively managed funds with a focus on long-term allocations and periodic rebalancing.