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About Us
We will develop a financial life plan that aligns with your core values and priorities of today and tomorrow so that we are aligning your retirement goals. F4F wants to get to know you and understand what is most important to you and your family so that we can understand your needs and aspirations.
If you are a business owner, we too understand that there is a lot of information out there and numerous financial planners to choose from to support your retirement plans. At FOCUS4Financial, we address the business viability of people not retiring and how that affects your income sheet (i.e. expenses by people not retiring on time). And, we look holistically at the business today and tomorrow. That’s our difference.
bobmalcolm@focus4financial.com
Phone: 412-913-7203
Jackie’s background is in the financial services arena with special emphasis on qualified employee benefit plans and individual financial planning. She holds FINRA licenses (6,7,63,65). She has her Professional Plan Consultant (PPC) designation. Jackie is an experienced financial professional with more than 20 years of experience analyzing and administering defined contribution and Non-Profit 403(b) plans as well as providing comprehensive financial planning support for clients.
jackiescalise@focus4financial.com
Phone: 412-965-3540
Brian Hill, President of Strategic Path Wealth Management has worked in the retirement industry since 2006. Brian worked at a regional bank before moving his practice to a national firm. In 2020, Brian started his own firm, Strategic Path Wealth Management to help retirees navigate the challenges between work and retirement. He holds Series 6, 7, 63, 65 securities registration through Commonwealth Financial Networks and also holds a life/health insurance license. Brian is a CFP® practitioner.
brian@strategicpathwm.com
Phone: 412-489-5174