Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Greyfox Investors LLC is an independent portfolio and wealth management firm based in Ojai, California. Greyfox was born out of dissatisfaction with the current landscape of the financial industry, where profits are valued over providing sound advice. Unlike brokers we do not accept compensation for selecting certain funds, or make money by trading your account. Our goal is to align our interests with the client; a better way to ensure the client receives objective and sound advice.
Our work is focused in the following three areas:
Helping non-profits and endowments allocate and invest...
Michael Malone (CRD# 2402047) is an Investment Advisor Representative working at Edward Jones in Ojai, CA and has over 23 years of experience in the finance industry. Michael Malone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.