Broker Check
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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.

Bob Malcolm, AIF, RICP, CPFA, PPC
Bob Malcolm, AIF, RICP, CPFA, PPC
Bob Malcolm is a principal of Focus4Financial. Bob has worked in the retirement industry since 1992. Bob has provided advisory services to hundreds of companies at Focus4Financial, Federated Investors, and Principal Financial. He holds Series 7, 63, 65, and 24 securities registration through Commonwealth Financial Networks and also holds a life/health insurance license. He has created Focus on Finance Literacy, an educational resource that seeks to eradicate financial illiteracy, and is a speaker/presenter for employer-employee workshops on numerous financial topics. He has earned the designations of Accredited Investment Fiduciary (AIF®), Retirement Income Certified Planner (RICP), Certified Plan Fiduciary Advisor (CPFA), and Professional Plan Consultant (PPC®).

bobmalcolm@focus4financial.com

Phone: 412-913-7203

Jacqueline M. Scalise, PPC
Jacqueline M. Scalise, PPC
Jackie Scalise is a Registered Assistant with FOCUS4Financial.

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

About Us
Schedule a Workshop
Alliances
Contact Us