Mallory Personal Finance
Financial clarity,
on your terms.
Whether you need targeted guidance on a specific question or comprehensive planning support, I provide straightforward advice-only financial planning designed around your needs and goals.
How I can help
Whether you choose a Strategy Session, or a Full Financial Plan, I can provide guidance across all of these areas based on what matters most to you.
About
Hi, I'm Mallory Warren, CFP®. I help people understand their money and feel confident managing it. I've spent the last decade working with investors at every stage of their financial journey.
I spent four years at Vanguard helping individuals and small business owners understand their money and make thoughtful plans for retirement and other goals. I also worked with financial advisors, helping them create simpler, lower-cost investment strategies for their clients.
After that, I spent four and a half years at Fidelity Investments working with high-net-worth individuals and families. I focused on helping people make confident financial decisions, understand their long-term plans, and organize things like investing, taxes, income and legacy planning. My advisory practice supported ongoing relationships of $600 million in client assets.
Today, I bring that experience into a warm, education-forward, advice-only practice designed to keep things clear, simple, and centered on what matters most to you.
Credentials
- BSBA in Marketing, Western Carolina University
- CFP® certification (CERTIFIED FINANCIAL PLANNER®)
- Passed General Securities Sales Supervisor - General Module Exam
- Passed General Securities Sales Supervisor - Options Module Exam
- Passed Securities Industry Essentials Examination
- Passed General Securities Representative Examination
- Passed Uniform Securities Agent State Law Examination
Here to make planning feel simple
My goal is to give you clarity and confidence so you can move forward feeling calm, organized, and in control of your money.
FAQ
Do you manage investments?
NO. All services are advice-only. You keep full control and implement your own decisions with your chosen service provider.
Do you take custody of Accounts or Place trades?
No. I do not take custody of client accounts or execute trades on your behalf. I handle the market analysis, trade setups, and callouts while you maintain full control by executing trades on your end.
Do you have a short-term active income program for clients looking to diversify?
Yes. I work with clients who wants to complement thier long-term portfolios with shorter-term market opportunities designed to generate active income. The structure centers around strategic market analysis, live trade setups, and disciplined execution while clients maintain full control of their accounts.
Can active income strategies complement long-term investing ?
Yes. Many clients use shorter-term market opportunities as a way to generate additional active income while contuining to uild long-term wealth through diversifies portfolios. The objective is to create a balance between active cash flow and long-term capital appreciation rather than replying on a single investment approach.
How do I get started ?
Reach out via WhatsApp with a brief overview of your financial goals and what you're looking to explore further, we'll determine the best structure moving forward from there.
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