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Malique M
Series 63, Series 66
Elk Grove, CA
WIN Private Wealth
Malique Micenheimer is a financial advisor at WIN Private Wealth with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked with Eagle Strategies, Nylife Securities, and New York Life. Micenheimer is also the founder and CFO of the Micenheimer Foundation, a nonprofit organization involved in community philanthropy. WIN Private Wealth is a fee-only registered investment adviser serving individuals, high net-worth clients, charitable organizations, and corporations. The firm focuses on asset allocation using a mix of passive and active strategies within a modern portfolio theory framework and offers integrated financial planning and investment management without account minimums.
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