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Affiliations

Financial Planner Professional Leadership and Community Affiliations

Robert E. Maloney is a leader in his professional financial planner organizations as well as the New Hampshire and New England communities.

His professional leadership roles in the financial planner and estate planner professions include:

  • Founding member of the National Association of Personal Financial Advisors (NAPFA) in 1983
  • Past  President and Director of the Northeast Mid-Atlantic Region of NAPFA
  •  Past Chancellor of NAPFA University. NAPA U delivered continuing education courses for financial planning professionals with schools consisting of Estate Planning, Risk Management, Retirement Planning, Communications, Taxation, Practice Management and Investmentsnapfa organization
  •  Member of the New Hampshire Estate Planning Council
  •  Former Chairman, President, and Director of the Connecticut Estate and Tax Planning Council
  • Former  President and Director of the Southern Connecticut Chapter of the International Association of Financial Planners (IAFP)

His local community leadership roles include:

  • Past President and a Board Member of the Squam Lakes Chamber of Commerce
  • HospiceFormer Chairman of the Foundation—Hospice of the Chesapeake in Annapolis, Maryland.
  • Member of the Squam Lakes Chamber of Commerce
  • President of the White Oak Pond Watershed Association
  • Active member of the Town of Holderness, NH Zoning Board of Adjustments and its Budget Committee
  • Member of the Board of Directors of Spear Memorial Hospital in Plymouth, NH

Here is a quick overview of Bob Maloney’s Investment Planning Philosophy

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Squam Lakes Financial Advisors, LLC
Fee-Only Independent Financial Advisors
Serving NH, Vermont, Maine, and Massachusetts
31 Coxboro Road
Holderness, NH 03245
(603) 968-2317
info@squamlakesfinancial.com