Mal Makin

Mal Makin

Formal First Name
Malcolm (Mal)

Malcolm Makin is the Founder, President, and Chief Executive Officer of Professional Planning Group, an independent registered investment advisory firm. Regarded as one the early leaders in the financial planning movement, Mal has served on both state and national boards related to the financial planning industry. Mal has been continuously recognized by a variety of organizations and publications for his expertise both as a professional and for the quality of his practice. In addition to providing a wide range of comprehensive wealth planning services, he is also the author and former instructor for a CFP Board-approved continuing education program. He is a nationally recognized author, teacher, and public speaker. In 2015, Mal was presented with the “Youth Development Award” by the Ocean Community YMCA for his leadership, support, and commitment to the mission of the YMCA. He is also a major supporter of numerous charitable organizations.

Professional Experience

Academic History

Awards and Recognitions

  • Barron's Hall of Fame
  • Barron's Top 100 Independent Financial Advisors
  • Barron's Top 1,200 Financial Advisors
  • Forbes America's Top Wealth Advisors
  • Forbes Best-in-State Wealth Advisors
  • Citizen of the Year Ocean Community Chamber of Commerce

Community Involvement