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Vincent D. Malazita, CFP, CPA, MBA

Vincent D. Malazita, CFP, CPA, MBA

Vince was an original member in the formation of Oak Financial Partners in 2010 as an extension of his practice with AXA Advisors which he initially joined in 2001. Previously, Vince was a Partner of ALCO Standard Corporation (POP) and CFO and VP of Various Operating Subsidiaries of IKON (ALCO) with over 20 years’ experience in Accounting, Finance with ALCO, IKON and Ernst and Young

He works with his clients and their tax and legal advisors to develop suitable investment and risk management strategies. His business is focused on Individuals and business owners and includes retirement planning, wealth management services, benefit issues, and estate planning strategies.

With a deep and clear understanding of the Accounting, Finance and Investment Strategies, Vince’s client advice is structured to provide a comprehensive plan to achieve results using the Tools available in the following areas: Financial Planning, Investment Advisory Services, Risk Management Services, Business Succession and Estate Planning Strategies. I use the Financial Planning Process to help my clients achieve the results they expect and require to secure their financial future. I’m well-versed in complex financial matters, I have spent over 20 years as a CPA with a focus on understanding the inter-relationship of earnings, savings, cash flow and wealth transfer. I believe that it is important that our clients understand the products we use and what role they play in helping them achieve the best outcome. Vince and his wife Kathleen currently reside in Bucks County, PA. You can find Vince at our Cherry Hill, NJ location.

Accreditations:

B.A., Temple University, FOX School of Business

CPA, (Pennsylvania- Inactive)

MBA., LaSalle University

FINRA, Series 7 and 66

Life and Health Insurance Licensed

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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 is not owned or operated by Equitable Advisors, LLC or its affiliates.