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Teresa Malzahn, Financial Advisor

FINANCIAL ADVISOR
Teresa S Malzahn

CFP®, ChFC®, AAMS™
14620 Bogert Parkway, Oklahoma City, OK 73134opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

About Teresa

For over two decades, I have dedicated my career to assisting individuals in developing holistic financial strategies that are grounded in the power of personal connections and solid foresight. As a CERTIFIED FINANCIAL PLANNER® professional, I prioritize your best interests and the well-being of your loved ones. By taking the time to understand your unique story, family dynamics and financial background, we can collaborate to navigate through any life changes or challenges that may come your way.

Drawing from my extensive background, I can guide you through the many areas of wealth accumulation and preservation, retirement planning, income distribution and college...

Work History

  • Edward JonesJuly 2000 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • William Woods UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Traveling
  • Baking
  • Tennis
  • Rowing

Team Members

  • Stacey Jennings
    Registered Branch Associate
  • Debbie Brown
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(405) 848-0047

Fax

(877) 222-1048

Office Address

14620 Bogert Parkway
Oklahoma City, OK 73134opens in a new window

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