Volunteer Financial Mentor

Hayley Malone

CFP Candidate®, Series 65, CPA

Passionate About...
Budgeting• Investing Outside of Retirement• Retirement Plans (Traditional)

I started my career as a CPA in financial audit before moving to individual tax, where I realized how much I value building personal connections and providing tailored guidance. That led me to financial planning, where I can combine technical knowledge with meaningful relationships.

Outside of work, I love trying new things, meeting people, exploring new places, and spending time outdoors skiing, hiking, and paddleboarding.

Get to Know Hayley

What is a quote you like to live by? If you can't beat fear, just do it scared

What is something unique you'd like us to know about you? I love to travel and experience different cultures, and I’ve lived in both the Netherlands and Thailand. Seeing how people approach money and finances around the world has given me a deeper appreciation for just how ‘personal’ personal finance really is.

Would you like to share a short quote about the impact you hope to make by volunteering for 3rd Decade? My goal is to help people feel confident navigating the world of finance by making it easier to understand. With guidance and education, finances can feel less overwhelming, freeing up more time and energy to focus on what truly matters.