Mike Malik, a native of Wisconsin, is a highly accomplished investment management professional with a diverse background in the finance industry. He holds a Bachelor of Science in Business Administration from Marquette University and has achieved the Certified Investment Management Analyst (CIMA®) and Chartered Retirement Planning Counselor (CRPC®) designations.

With an impressive repertoire of financial licenses including Series 6, 7, 63, and 65, Mike is a Director of Investments for Oppenheimer & Co. Inc. where he specializes in retirement planning. Prior to this, he was a Regional Advisor Consultant at Columbia Threadneedle Investments, US, Vice President, Sr. Advisor Consultant at OppenheimerFunds, Regional Vice President at Strong Funds, Regional Marketing Director at Strong Funds, Account Executive at Strong Funds and had a finance intern role at Strong Funds as well.

Mike lives in Marin County, California, with his family and enjoys spending time with them. He is highly involved in little league coaching, and as a competitive tennis player, he participates in various tournaments. Mike is eager to use his professional expertise to foster meaningful connections with his clients.