Mallon FitzPatrick leads Robertson Stephens’ Wealth Planning Team and delivers comprehensive wealth planning solutions for high-net-worth and ultra-high-net-worth clients. He collaborates with clients to develop a strategy that integrates tax planning, risk management, philanthropy, liquidity and balance sheet management, estate planning and investments. Ultimately, the client is provided with a cohesive wealth plan that helps increase the likelihood of experiencing good outcomes, meets their objectives and aligns with their preferences.
Mallon has been featured in the New York Times, Barron’s, Forbes, IBD, Bloomberg and CNBC, among many other publications. He is a contributor for Rethinking65 and has been featured on Cheddar News, Investment News and the TD Ameritrade Network broadcasts.
Mallon won a WealthManagement.com Wealthie award for Rising Star in 2022 and was a finalist for ThinkAdvisors Luminaries award for Thought Leadership and Education in 2023.
In 2001, Mallon graduated from Lehigh University with a BS in Industrial Engineering. He has spent over 24 years in wealth management and is a CFP® Professional, Accredited Estate Planner (AEP®) and a Chartered Life Underwriter (CLU®).
Website: www.rscapital.com | X: @RSWealthAdvisor
LinkedIn: www.linkedin.com/in/mallon-fitzpatrick-cfp®-aep®-clu®-301427
