Malcolm Giles is a highly experienced and versatile financial professional. He has many years of experience in the health & life insurance and investment management spaces. His background includes coaching people from all walks of life on financial wellness, including debt payoff and pre-retirement planning strategies. Originally from New York, he has resided in Scottsdale, AZ for over three decades. Malcolm is the owner of Financial Profiles, an independent firm that specializes in helping those near and in retirement with their financial goals.
Malcolm Giles helps clients enjoy more financial security with “foundation planning,” which focuses on four crucial areas of retirement: debt payoff strategies, guaranteed retirement income strategies, solutions to pay for long-term care without devastating personal finances, and estate planning for loved ones. His clients often comment on how this unique philosophy, and his painstaking efforts to understand their situation and explain their options to them, leave them with more peace of mind. Malcolm prides himself on carefully listening to every person’s needs, goals, and then building out a personalized strategy for them.
Mr. Giles holds a bachelor’s degree from Springfield College and attended graduate school at the School for International Training in Vermont. He also continues to educate himself on new and evolving strategies, so he remains at the forefront for his clients. This is particularly crucial for financial success in today’s never-before-seen landscape of economic uncertainty, low-interest rates, and unpredictable volatility.
When not meeting with clients or developing retirement strategies, Malcolm Giles enjoys spending time with family, traveling, exercising, and experiencing the outdoors. He considers himself blessed to be part of the Scottsdale, Arizona community, where he also lives with his lovely wife and where they raised three wonderful children. Mr. Giles looks forward to learning more about your personal goals and helping you make the most of the fruits of your life’s work
LICENSES & ACCREDITATIONS
- Investment Advisor Representative
- Retirement Strategist
- 215 Life, Health & Annuity
AREAS OF EXPERTISE
- LIFE INSURANCE
- LIVING BENEFITS
- TAX-FREE RETIREMENT
- LONG-TERM CARE INSURANCE