James George Malatos,  CFP<sup>&reg;</sup> - Financial Advisor

James George Malatos, CFP®

Wealth Management

3560 Lenox Rd Ne, Suite 2800
Atlanta, GA 30326
FINANCIAL ADVISOR'S WEBSITE
(404) 760-3040 CONNECT WITH James
  • linkedin link

General

James Malatos is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Atlanta, GA and the surrounding communities.

Financial Advisor Experience

His career has focused on helping clients work around both employer benefit plans as well as maximizing tax strategies for clients both during the saving and distribution phase of their various accounts. Through recommending various personalized strategies to clients he helps ensure they do not tip the government. James is actively involved in the Financial Planning Association of Georgia as the Pro Bono Board of Directors. When not at work, James and his wife, Julia, can be found traveling the world or on a local hike with their dog, Bailey. Make sure to ask him about some of his favorite travel destinations or places to eat.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC

Insurance Licenses

  • Life insurance: GA
  • Health/disability insurance: GA
  • Fixed annuities: All
  • Variable annuities: All

Broker-Dealer Affiliation

UBS Financial Services Inc.

Broker-Dealer Disclaimer

UBS

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Corporate Finance, Employee Benefits, Limited Partnerships, Mutual Funds, Irregular Income, Getting Married, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Tangible Assets, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households

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