Metro Malasavage IV, CFP^®

Designations and licenses

Metro is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Metro works with clients to develop comprehensive financial roadmaps, with a focus on preserving and growing wealth through tailored strategies. Considering the financial landscape of each individual and family, he integrates investment management, tax planning and efficiency, insurance planning, estate reviews and access to unique investment opportunities to implement strategies aligned with their personal goals and long-term vision.

Prior to joining Mariner, Metro was a wealth advisor at Beacon Pointe, where he worked closely with high-net-worth individuals and families. There, he specialized in aligning clients’ financials with their broader life goals.

Metro holds a bachelor’s degree in personal and family financial planning from the University of Arizona, where he was the first graduate within the program.

Personal interests

Away from the office, Metro enjoys golfing and the occasional camping, fishing and mountain biking trip.

Metro’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.