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Alfred W

Series 63, Series 65

Palos Verdes Estates, CA

Malaga Cove Capital, LLC

Alfred Walsh is a financial advisor at Malaga Cove Capital, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Malaga Cove Capital since 2008. The firm provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Malaga Cove Capital focuses on capital growth through a primarily equity-focused, long-term buy-and-hold strategy supplemented by active management and periodic rebalancing.

Active portfolio management Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Mark C

Series 63, Series 65

Palos Verdes Estates, CA

Malaga Cove Capital, LLC

Mark Choate is a financial advisor at Malaga Cove Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Malaga Cove Capital since 2008. Prior to that, he was retired starting in 2007. Malaga Cove Capital provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on capital growth using a primarily equity-based, long-term buy-and-hold strategy supplemented by active management and periodic rebalancing.

Active portfolio management Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Alfred W

CFA®, Series 63

Palos Verdes Estates, CA

Malaga Cove Capital, LLC

Alfred Walsh is a financial advisor at Malaga Cove Capital, LLC with the CFA® designation and Series 63 license. He has been in the industry since 2023, including experience at Fidelity Investments and his current firm. Malaga Cove Capital, LLC provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on capital growth through a primarily equity-focused, long-term buy-and-hold strategy combined with active portfolio management and periodic rebalancing.

Active portfolio management Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)
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