Together Planning

George Mallini is a financial advisor at Together Planning with 10 years of industry experience. He holds a Series 65 designation and has worked at Ameris Bank and Together Planning during his career. Together Planning serves individuals, families, charitable organizations, small businesses, and SIMPLE IRA plan participants, offering financial planning, integrated planning with investment management, and asset-management-only services. The firm manages approximately $156 million in client assets and employs a disciplined investment process combining fundamental and cyclical analysis with Modern Portfolio Theory.

Judson Mallini is a CFP® professional with 19 years of industry experience, currently serving at Together Planning since 2015. He holds Series 63 and Series 65 licenses and is based in Gainesville, FL. Together Planning serves individuals, families, charitable organizations, small businesses, and SIMPLE IRA plan participants. The firm offers financial planning and investment management services tailored to client goals, employing a mix of fundamental and cyclical analysis alongside Modern Portfolio Theory, managing approximately $156 million in assets for about 177 clients.

Lia Bertelson is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. She has been with Together Planning since 2015 and has prior experience working at preschools in educational roles. Together Planning serves individuals, families, charitable organizations, and small businesses, offering financial planning and investment management tailored to client goals and risk tolerance. The firm manages approximately $156 million in assets using a combination of fundamental and cyclical analysis alongside Modern Portfolio Theory.