Curtis G Malone
Curtis G Malone
Financial Advisor
(515) 289-5554
Veridian CU
5910 University Ave
West Des Moines, IA 50266
Get Directions

My Background

Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:

  1. Retirement Planning - determining which account(s) to use, and how.
  2. Investment Advice - using investments appropriately, and adjusting your allocations over time.
  3. Income Planning - effectively planning for income in retirement (Social Security, pension, withdrawals).
  4. Estate Planning - wisely planning for your beneficiaries.
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. 

In my spare time, I enjoy spending time with my wife (Danielle) and our 4 kids (Crosby, Charles, Devin, & Delanee).  We enjoy golfing, working on our yard, restoring an old jeep, and loving life.

Please contact me for a no-cost, no-obligation initial consultation.

My Credentials...
  • In the Industry since 2008
  • BA in Finance from the University of Iowa (Go Hawkeyes!)
  • MBA in Business Management from the University of Iowa
  • Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning

Professional Services
  • Financial and Insurance Planning
  • Investment Management
  • Wealth Management
  • Retirement Planning
  • Tax-advantaged Investment Planning
  • Comprehensive Financial Guidance
  • 401(k) Planning
  • Wealth Preservation
  • Retirement Income Planning
  • Estate Planning