Broker Check
Barry K. Malone, CFP®

Barry K. Malone, CFP®

As Chief Relations Officer, CERTIFIED FINANCIAL PLANNER™ (CFP®), and Registered Investment Advisor® (RIA®) at MWC Financial Services, I have dedicated myself to helping clients pursue their personal, estate, business, and investment goals in a tax-efficient manner. Since 1982, I have been immersed in the world of finance, specializing in identifying and resolving complex problems. I find great motivation in meeting individuals daily, as it provides me with the opportunity to address their unique challenges and concerns. It is a blessing to be able to offer them solutions and provide comfort, knowing that someone genuinely cares and is there to assist when they need help.

In 2010, I formed a professional in-house association with Mason Warner CPAs in Lubbock, Texas. This partnership brought additional levels of financial, estate, business, and investment planning to both existing and new accounting clients, thus enhancing the services that MWC CPAs provides. When it comes to my job, I most enjoy helping people by delivering honest answers and setting realistic expectations for their financial future. Each day, I strive to make a positive impact on the lives of those I encounter, guiding them toward financial security and peace of mind. 

Over the course of my career, I have pursued various professional certifications and designations to expand my knowledge and expertise. I hold the CFP®, RIA®, Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU) designations. Additionally, I possess the 6, 7, 63, and 65 securities licenses through LPL Financial, enabling me to provide comprehensive financial services, including life and health insurance coverage. My educational journey began at Texas Tech University, where I earned my undergraduate degree. Later, I attended the American College of Financial Services to further enhance my financial acumen.

Throughout my career, I have been an active member of the National Association of Insurance and Financial Advisors (NAIFA) since 1982. Within the organization, I had the honor of serving as the president of the Lubbock Chapter of NAIFA. My commitment to excellence and professionalism has been recognized by my inclusion in the insurance industries Millionaire's Council and Million Dollar Roundtable (MDRT) for Great American Reserve in 1983. Since then, I have consistently maintained my production at the MDRT level, even attaining the prestigious Court of the Table producer status.

Born and raised in Lubbock, Texas, I am proud to call it my home. I currently reside here with my loving wife of 46 years, Cindy. Together, we have two wonderful adult daughters and are blessed with five grandchildren. Outside of my professional pursuits, I am an avid reader, always seeking new knowledge and insights. I firmly believe that if one doesn't learn something new every day, their time has been wasted. My career in financial services has been marked by a genuine desire to help clients achieve their goals, a continuous pursuit of knowledge, and a commitment to making a positive impact on the lives of others.