Mary O’Malley, CFP®
Certified Financial Planner® | Prudential Advisors
Mary O’Malley, CFP®, is a seasoned Certified Financial Planner with more than two decades of combined experience in financial planning and education. At Prudential Advisors, Mary is dedicated to helping individuals and families build secure, confident financial futures through personalized, comprehensive planning. She specializes in crafting tailored strategies that address every dimension of her clients’ financial lives—from long‑term goals to day‑to‑day financial clarity.
Her planning services include:
- Education Planning — helping families prepare for future academic costs
- Estate Planning Strategies — aligning assets with long‑term legacy goals
- Risk Management & Insurance Needs — protecting what matters most
- Investment Planning — building portfolios aligned with goals and risk tolerance
- Funding for Major Purposes — planning for life’s significant milestones
- Net Worth & Cash Flow Analysis — creating a clear picture of financial health
Before entering the financial services industry, Mary spent ten years as a special education teacher in the Syracuse City School District. Inspired by her passion for helping others—and following in her father’s footsteps—she transitioned into financial consulting, beginning her career with AXA/Equitable before joining Prudential in 2020.
Mary holds a BA in Elementary and Special Education from SUNY Plattsburgh . She maintains extensive professional credentials, including FINRA Series 6, 63, 65, and 7 held with LPL Enteprise, NYS Life, Accident & Health licenses, and the CERTIFIED FINANCIAL PLANNER™ designation, aim to ensure clients receive the highest standard of ethical, informed guidance.
Mary lives in Cazenovia, NY, with her husband, Sean, a pediatrician, and their two children, Owen and Grace. Outside of her work with clients, she enjoys contributing to her community and embracing the balance of family life in the village she calls home.