Malik J. Khaliq

PIM Portfolio Manager, Senior Financial Advisor

Your finances are highly personal, so it’s vital that you feel comfortable talking to us about whatever’s on your mind.  We have an open-door policy-you’re always invited to meet with us to discuss any questions or concerns.  We love helping clients navigate the sometimes-confusing investing process, and we want to help you pursue your dreams for your future.

 Below are the services we currently offer:


·        Retirement Planning – 401(k), IRA, SEP & Simple IRAs.

·        Tax Efficient Strategies – Passive investments, Active investments, Etc. 

·        Working with your legal team on Estate Planning*

·        Education Funding – 529 plans, multi-generational planning for children and
                                          next generation children.

·        Insurance** – Buy/sell, Life, Long term care, Disability

·        Risk management* - Asset/Preservation planning, Asset division.

·        Investments – ETFs, Individual equities, Fixed Income, Etc. Determining your asset- 
                                 allocation needs. Helping you understand your risk tolerance.

·        Employee and Executive Benefits – Helping your business attract and retain qualified
                                                                  employees through benefit packages like: Stock
                                                                  options, Key employee, Executive plans, Retention
                                                                  plans.

  

 *Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.

**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. 

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, NC, NE, SC, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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