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Bleakley Financial Group

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A FOCUSED MISSION FROM A TRUSTED PARTNER Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the... Read more

Industries

Professional Services

Headquarters

Fairfield, United States

Employees

Links

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Stephynie Malik

CEO/Founder

Stephynie Malik

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Director Of Financial Planning

Chief Of Staff To COO | Client Service Manager

Executive Director Of Investment Policy At The Bleakley Financial Group

Chief Investment Officer

Vincent Nauheimer

Managing Director

Cfp® Andy Schwartz

Partner

Partner

Cfp® Jon Betlow

Partner

Jr. Cfp® Richard Wright

Partner

Principal

Managing Director

Executive Assistant

Teams

Financial Planning and Analysis

21 members

Leadership Team

6 members

Partnerships

5 members

Operations

4 members

Administrative Support

3 members

Investment Operations

3 members

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