Select a Page

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 Investments
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
Former 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