Safran Wealth Advisors
Safran Wealth Advisors
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mallon FitzPatrick, CFP®
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
Meet Mallon FitzPatrick
Mallon FitzPatrick is Principal Wealth Advisor at Safran Wealth Advisors. He works closely with clients, integrating investment strategy and management, tax planning, risk management, and estate planning.
Mallon has two decades of experience in the wealth management industry. He was the founder of Garden Street Advisors, a wealth management firm serving high net worth families.
He has held senior positions at JP Morgan Private Bank, Capgemini, and Private Client Resources, LLC. In each these roles his primary focus was to combine goal based planning, technology and digital wealth services to bring clarity to the financial lives of ultra-high net worth families.
As an advocate of personal finance and education, Mallon volunteers his time to help victims of domestic violence with financial literacy through the Family Justice Centers of Manhattan. He also serves as a mentor in financial literacy to students of the Borough of Manhattan Community College.
Mallon graduated from Lehigh University with a degree in Industrial Engineering. He earned his CFP® through NYU and is a member of NAPFA and the FPA. He serves as a board member of the Sag Harbor Whaling Museum and leads the fundraising committee. In his free time Mallon enjoys sailing, rock climbing, triathlons and cooking the perfect steak. Mallon lives in Manhattan with his wife and their two very energetic toddlers.
Mallon FitzPatrick is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Mallon FitzPatrick is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Mallon FitzPatrick
1392 Madison Ave
New York, NY 10029