John  Maloney, CFP®, CRPC®

John Maloney, CFP®, CRPC®

CEO

John has 40 years of experience in the financial services industry. He started his financial career as an advisor with Waddell & Reed in 1984, while simultaneously saving lives as a paramedic. In 1987, John decided to focus full time on improving lives through financial advising. John spent the next 30 years serving in a dual role as Waddell & Reed Manager and financial advisor in Edmond, OK. In 2017 he and his partner, Elaine Dennis created the formal financial planning and advising team that today has become Strategy Wealth.

John is a CERTIFIED FINANCIAL PLANNERTM and also a Certified Retirement Plan Counselor. In his free time John enjoys spending time with his wife Diana and their daughter, Kristen. John also enjoys history, films, and travel.