Fun Facts About Deb

 

Hometown:  Lynn, MA

 

Pets:  My adorable puggle, Jimmy, and cat, Pearly

 

Favorite Book:  Invisible Man by Ralph Ellison

 

Most Memorable Vacation:  Scuba diving on the Great Barrier Reef in Australia

 

Favorite Quote:  "It is more rewarding to watch money change the world than watch it accumulate." - Gloria Steinem

 

Place I Want To Visit:  Machu Picchu in Peru

Deborah D. Maloy, CFP®

Principal / Owner

 

Deborah D. Maloy is a CERTIFIED FINANCIAL PLANNER™ practitioner and a principal of Insight Financial Horizons. With more than 31 years of experience working with individuals and families, she is dedicated to the success of her clients and committed to helping them acquire confidence around money issues. She has the necessary life experience and professional credentials to help you establish goals, analyze your situation, create a financial plan, implement the plan, and monitor the results.

 

In 2010, Deborah served as chair for the Massachusetts Chapter of the Financial Planning Association™ of Massachusetts after her term as 2009 president of the chapter. Deb also served on the steering committee for the Massachusetts Financial Education Collaborative (MFEC), an organization that is working to improve the delivery of basic financial education in Massachusetts.

 

From 2007 - 2010, Deb gave back to her community by serving on the board of directors of the Malden YWCA, presenting and money mentoring at the Massachusetts State Treasurer's Money Conference for Women and serving on the planning committee for Mothers, Daughters, and Money, a financial education conference sponsored by the United Way of Massachusetts Bay.

 

Deborah received her BA in economics from Emmanuel College in Boston and her master's in library science from the University of Rhode Island. After 10 years as a librarian, working in public and academic libraries, she joined her father in his investment brokerage firm, F. W. Doyle & Co. When her father retired, she continued his legacy of putting clients' needs first through listening to their concerns and helping them with financial decision-making.

While earning an MBA in finance from Marywood College in Pennsylvania, Deborah devoted her master's thesis to the topic of comprehensive financial planning. She obtained the CFP® certification in 1994 and received a diploma in financial planning from Boston University in 1995. Continuing education is a requirement to maintain all the certifications that Deborah has attained, and she attends conferences, study group meetings, webinars, and portfolio manager events regularly.  

Deborah wrote a chapter on women, gender, and the upcoming wealth transfer for a book entitled Mapping the New World of American Philanthropy: Causes and Consequences of the Transfer of Wealth, published by John Wiley & Sons in fall 2006. The experience of researching and writing about the topic raised awareness of the enormous potential that wealth spent wisely can transform the planet.

 

Contact Deborah at:

dmaloy@wealth-insight.com
(978) 774-2266

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,619 Boston wealth managers were considered for the award; 565 (16 percent of candidates) were named 2019 Five Star Wealth Managers.  (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

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INSIGHT FINANCIAL HORIZONS

​150A Andover Street, Suite 4-B, Danvers, MA  01923

Phone: (866) 661-9066    |    Fax: (978) 774-2066

This communication is strictly intended for individuals residing in the states of CA, CO, DC, DE, FL, MA, MD, ME, MI, NH, NJ, NY, OR, PA, TX, VT, UT.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

 

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