Meet the Experts

EwP Financial

Introducing Our Expanded Worldwide Planning and EWP Financial Team

At Expanded Worldwide Planning (EWP) and EWP Financial, we are proud to have assembled a team of highly skilled financial professionals who are experts in Private Placement Life Insurance (PPLI) and other sophisticated wealth management strategies. Our team is dedicated to providing our clients with innovative solutions to meet their unique financial needs.

Michael Malloy

Michael Mlloy-CLU-TEP


Michael Malloy, CLU, TEP, RFC – Founder and Chief Advisor

Michael Malloy is the founder and chief advisor of EWP Financial and partner companies. He is a Chartered Life Underwriter (CLU), a Trust and Estate Practitioner (TEP), and a Registered Financial Consultant (RFC) with over 30 years of experience in the insurance and financial services industry. Michael specializes in designing and implementing PPLI and other tax-efficient structures for high-net-worth individuals and families around the world.

Juan Carlos Gomez – Website and Video Optimization Expert

Juan CArlos Gomez - Web and Video Creator   Juan Carlos is a skilled website and video optimization expert who is responsible for enhancing the online presence and user experience of EWP. With his expertise in digital marketing and content creation, Juan Carlos is helping us better communicate our services and solutions to our clients.

Our Team of Financial Advisors

In addition to Michael and Juan Carlos, our team includes a group of highly qualified financial advisors who are experts in PPLI, Expanded Worldwide Planning (EWP), and other advanced financial strategies. These advisors work closely with our clients’ tax and legal professionals to develop customized solutions that address their unique needs and goals.

Together, our team is committed to providing our clients with the highest level of service and expertise. We look forward to working with you to help you achieve your financial objectives.

Regional Representatives

I Huai Hao 郝宜惠

China, Portugal, Brazil

 Zhi Zhu Jones /朱志

China, Far East

Marcia Frew
United States, Canada, Australia, New Zealand
Aniuta Lasken Golob
Russia, Ukraine, CIS countries
Pilar Earl
South America, Central America, Mexico
Ingrid Claes
Georgios Georgakopoulos
Middle East, Greece, Africa
Team Work - EWP Financial
Please CONTACT US for any questions you may have.
~ The EWP Team

by Michael Malloy, CLU TEP RFC.
CEO, Founder @EWP Financial

~ Your best source for PPLI and EWP
Michael Malloy CLU TEP RFC