Vincent D. Malazita, CFP, CPA, MBA

Vincent D. Malazita, CFP, CPA, MBA

Partner

Phone: 856-751-2674
Fax: 856-751-3309
E-mail:
 

Vincent is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant. Vincent’s professional practice is focused on assisting business owners, executives, and non-profit organizations accumulate, manage and distribute assets in an effective and efficient manner. Vincent is focused on working with executives and organizations to rationalize retirement assets (401K, 403b, IRA, SEP), investments assets (Separately Managed Accounts, Mutual Funds, Stocks and Bonds, and Annuities), and risk management strategies (disability insurance, life insurance, and medical insurance). Vincent is a member of PICPA Employee Benefits Committee. His business includes retirement planning and distribution, business issues, group benefit plans, and estate planning strategies. He works with his clients and their tax and legal advisors to help implement suitable investment and risk management plans.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Financial Partners, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.