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Plan B Investments, Inc.

Martin P. O’Malley, Jr.

4444 W. Riverside Drive, Suite 105 in Burbank, 818-859-7300, www.planbii.com  -  Member FINRA, SIPC

 

Plan B Investments, Inc. was established in 2004 as a Registered Investment Advisor/Broker Dealer (RIA/BD), based on the premise that the investor’s needs should be placed first and foremost.  The firm, led by Martin O’Malley, Jr., is committed to hands-on involvement and developing a close business relationship with each client by acting as a fiduciary. Securities licensed since 1988, Martin’s career experiences include independent commodity floor trader at the Chicago Board of Trade and commodity trader for Anheuser-Busch, Inc.  He encourages people to think globally: “There is a wide world of exciting opportunities. I work with clients to diversify their portfolios, resources and minds. At Plan B Investments, we do not have an agenda, a preferred vendor list nor monthly commission requirements.”

Who is your typical client?

“Our firm has no financial minimum requirement. An ideal client is someone who realizes they need assistance. Whether a retiree, working couple or young single just starting out – I specialize in helping people understand their particular situation and develop the best plan to meet their financial needs.  I see my role as much more than a financial advisor—to many of my clients I act as a coach and voice of reason, making sure they make smart choices in this difficult and volatile economic environment.”

What’s the most common mistake people make with their money? 

“Not understanding, not asking the right questions, not doing any research, hesitating to ask for assistance, not being skeptical enough. Clients come to me with other investment ideas, some of which are flat-out scams. I bring a solid Midwest, common sense background and years of professional expertise to the table.” 

What is your best piece of investment advice?

“A client should be able to explain their investments in three sentences. Investing doesn’t have to be complicated in order to work well. But people do need to be prudent. I sit down with each client to discover their risk tolerance, incorporate that risk tolerance into a personalized portfolio, rebalancing when needed.”

What is the biggest benefit your clients gain from working with you?

“With me, clients get a complete financial relationship. This means we talk about their financial risk tolerance, their current investments, their evolving family needs, mortgage, insurance, basically anything involving money.  I see my job as advising clients with all of life’s transitions.”