Michael G. Mallick, CLU


Mike joined Valley Forge Financial Group in 2009, specializing in estate planning, life insurance consulting, business succession and executive benefits. Previously, Mike held several financial management roles at General Electric and WP Realty, a shopping center redevelopment company. His articles have been published in the Philadelphia Estate Planning Council Newsletter and he has been a featured speaker at the annual meeting of the American Society of Retinal Specialists and the Strategic Investor Alliance in Philadelphia.

Mike graduated magna cum laude with a B.S. in Finance from Boston University and is a graduate of General Electric’s Financial Management Program. He also holds Life and Health Insurance licenses, FINRA Series 6, 22, 63 licenses, and maintains the Chartered Life Underwriter (CLU®) designation.

Mike, his wife Jenny, and three children reside in Havertown, PA. He is an avid runner and tri-athlete and enjoys competing in several races throughout the year. Mike currently serves on the Board of Directors and Finance Committee for the Malvern Retreat House.