Since joining Universal Retirement in September 2026, Robert Malone has been committed to helping individuals and families better understand their financial goals and prepare for the future. With a client-focused approach, Robert Malone strives to make retirement planning feel clear, approachable, and personalized.

At Universal Retirement, Robert Malone works with clients to explore retirement-planning options such as pensions, 401(k)s, 403(b)s, IRAs, and other strategies designed to support long-term financial confidence. By listening closely to each client’s goals and concerns,  Robert Malone helps simplify complex financial topics and provides guidance tailored to their unique situation.

Outside of work, Robert Malone is married and a proud parent to his son Moses, with hopes of growing their family in the future, Lord willing. They enjoy hiking, volunteering, discovering new restaurants, and spending meaningful time with friends and family.