Philip Maliniak co-founded Virginia Financial Planning in March, 2010. He specializes in creating personalized financial plans, retirement and college planning and offering health insurance to individuals, families and small businesses.
A native of Virginia Beach, Philip is the son of a retired naval officer. He is married to Vanna, an English teacher, and has two children, a daughter, Riva, and a son, Donovan.
Prior to opening his own firm Philip spent three years with Ameriprise Financial serving as a financial advisor and advisor coach.
In 2008 he earned the Chartered Retirement Planning Counselor℠ designation from The College of Financial Planning. He holds a bachelor’s degree in finance from Virginia Tech.
He is heavily involved in the community serving as a member with the Knights of Columbus, board member with the Over Thirty Soccer League (OTSL), soccer coach at Bishop Sullivan Catholic High School and volunteers with the Special Olympics and Junior Achievement of Greater Hampton Roads.
Virginia Tech, Blacksburg, VA
Bachelor of Science in Finance
Minor: Global Business
The College for Financial Planning
Chartered Retirement Planning Counselor℠
Chartered Retirement Planning Counselor℠ – Financial Advisor
Ameriprise Financial Services, Inc., Virginia Beach, VA
December 2006-March 2010
Skilled at consulting with clients to outline and analyze their financial situations and develop strategic solutions to further their financial-planning goals. Comprehensive knowledge of and experience in leveraging numerous investment instruments in a variety of complex scenarios to include: stocks, bonds, mutual funds, disability, life, and long-term care insurance, real estate investment trusts, financial planning, etc.
Community Activities & Professional Associations
Knights of Columbus, Virginia Beach, VA
Volunteer 2 Cheer Sponsor and Soccer Referee
Special Olympics of Virginia, Fall Championships
High School Soccer Coach
Bishop Sullivan Catholic High School, Virginia Beach, VA
Junior Achievement, Virginia Beach, VA
Captain and Board Member
Over Thirty Soccer League (OTSL), Virginia Beach, VA