The Financial Partner you need in your life
To serve as your trusted financial partner, we must have the experience, credentials and education to back it up – and we do. Stu Malakoff, the founder of Bend Wealth Advisors, has a 30-year career in the corporate banking and financial services industries. He holds an MBA from Columbia University and has earned many professional designations, giving him the insight and knowledge to make informed recommendations to his clients.
But there’s so much more to being your trusted financial partner. It means being reliably accessible seven days a week for phone, Zoom or in-person meetings as your needs evolve. It means taking the time to make sure you understand the financial concepts or strategies we recommend, and empowering you to ask questions. Above all, it means you knowing there is someone in your corner proactively looking for ways to help you achieve your financial objectives.
