Philip M. Maliniak, CRPC®

Philip M. Maliniak, CRPC®

Phil began his financial services career in 2006 with Ameriprise Financial. In 2010, he co-founded Maliniak & Nabong Wealth Advisory Services doing business as Wealth Avenue* and has been a Registered Representative with United Planners’ Financial Services of America since 2016. He works with individual clients, focusing on creating personalized financial plans, retirement planning, college funding, and life and long-term care insurance. In addition, Phil carries a Series 24 General Securities Principal license serving as supervisor for all firm activities.

He earned a Bachelor of Science in Finance with a minor in Global Business from Virginia Tech in 2006 and the Chartered Retirement Planning CounselorSM (CRPC®) designation for pre- and post-retirement planning needs in 2008.

A native of Virginia Beach, Virginia, Phil is the son of a retired naval officer. He is married to Vanna, an English teacher with Virginia Beach City Public Schools, and has two children, a daughter, Riva, and a son, Donavan.

Outside of raising a family, Phil finds time to give back to the community community serving as a member with the Knights of Columbus, board member with the Over Thirty Soccer League (OTSL), volunteers with the Special Olympics and Junior Achievement of Greater Hampton Roads, and is active with his church, Trinity Church.