3750 Park East Dr Ste 200
Rick Maloyan began his retirement plan career in 1993 with a start-up firm which became one of the nation’s largest 401k record keepers, over the ten years he was with them. He was instrumental in creating sales processes and literature that are still used today. He was a multiple Conference, Circle of Excellence and Diamond Club award winner.
In 2003 he joined one of the nation’s largest wirehouses as a Financial Advisor specializing in employer sponsored retirement plans. Over his eight years with the firm, he was a rare, early graduate of their training program, Rookie of The Year recipient, eventually promoted to Vice President, and continued his education earning the CRPS accreditation. While there, he provided a diverse range of services to employers who offer retirement plans by combining the experiences of a record keeper with the trusted guidance of a financial advisor.
In 2011, he joined Stratos Wealth partners, one of the Cleveland area’s largest and fastest growing Investment Advisory Firms. His practice focuses on the needs of employers who offer retirement plans to their employees, while also providing guidance to individuals saving for, and currently in, retirement. Now with the freedom to work with almost any 401k record keeper, mutual fund or other investment vehicle, as well as the ability to act either as a Broker or a Co-Fiduciary Investment Advisor, he looks forward to the evolution of his practice in providing the un-biased advice his clients want and need. He has also added the Accredited Investment Fiduciary designation to his list of accreditations and is a member of LPL Financials elite retirement plan advisory group known as Retirement Plan Consulting Program.
He is a graduate of the University of Akron with a BA in Economics. He has earned the AIF designation, is a Chartered Retirement Plan Specialist and a Partner of Stratos Wealth Management. His registrations include a Series 7 & 66 held with LPL Financial and an Ohio Life Insurance License.