Amber Malek

About Amber Malek

My goal is to help individuals realize dreams for now and in retirement. Helping individuals starting early to save and plan for their future goals is extremely important to me as well as helping people realize their goals and dreams in retirement. I have spent the last 15 years in Human Resources and I want to use those skills with my financial accounting and benefits strategy and administration experience show individuals how to retire and how to create a plan that works for them and their family.Our team at Diversified Asset Planners specializes in building relationships with our clients and really understanding your goals and dreams. We help with a income strategies that meet your goals and objectives. We create plans for our clients, we review your plan on a regular basis and we measure the success of your plan from where we said they would be. We make adjustments as necessary as life changes or if your goals and objectives change. We are able to help with your business retirement plans as well. We provide a individualized experience for employees to help them understand their retirement plans and options. It\'s also my passion to help others. I am active in our church and have been the treasurer there for the past 10 years, active volunteer for our youth program and serve on a non-profit board as well. Specialties include: Retirement Planning, Client Relationships, Employer Retirement Plans, Wealth Management

Experience

1. Registered Representative & Investment Advisor Representative

   Diversified Asset Planners, Inc

   Jan 2022 — Present · Lock Haven, PA, US

   My goal is to help individuals realize dreams now and in retirement. I have spent over 15 years in HR and a few years as a Financial Advisor. I want to use those skills to show individuals how to retire and how to create a financial plan that works for them and their family.Our team at DAP specializes in building relationships with our clients and really understanding your goals and dreams. We help with income strategies that meet those objectives. We create, monitor and review financial plans for our clients. We measure the success of your plan and make adjustments as necessary.It\'s also my passion to help others. I am active in our church and have been the treasurer there for the past 10 years, active volunteer for our youth program and serve on a non-profit board as well. Securities offered through J.W. Cole Financial, Inc.(JWC) Member FINRA/SIPC and Advisory services offered through J.W. Cole Advisors, Inc.(JWCA) J.W. Cole Financial, Inc. and Diversified Asset Planners, Inc. are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of JWC/JWCA.

Education

• Bald Eagle Nittany

  Diploma, Accounting and Business/Management

  1993 — 1999

• Lycoming College

  BA, Accounting

  1999 — 2003

Skills

• Talent Management
• Employment Law
• Interviews
• New Hire Orientations
• Sourcing
• Employee Relations
• Employee Engagement
• Labor Relations
• Human Resources
• Phr
• Performance Appraisal
• Performance Management
• Interviewing
• Recruiting
• Hris
• HR Policies
• Onboarding
• Employee Benefits
• Microsoft Excel
• Succession Planning
• Hiring
• Background Checks
• Benefits Administration
• Applicant Tracking Systems
• Microsoft Office