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Educational Seminars & Workshops Advisors in Jupiter Inlet Colony, Florida
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Professional Planning Group | CFP ® (Certifications)

location

JUPITER INLET COLONY, FL

experience

47 Years Experience

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ADVISOR BIO

Malcolm Makin is a financial advisor with over 40 years of experience in the industry. Malcolm is a Certified Financial Planner® professional and has a wide range of experience in working with individuals, families, and charitable organizations. Malcolm is currently registered with Professional Planning Group and has offices in Jupiter Inlet Colony, Florida and Westerly, Rhode Island. Malcolm's background includes experience in working with various financial products and services, including financial planning, investment management, and educational seminars. He has also served as an officer and chief executive officer of New England Professional Planning Group.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals