Yamil Mallo

ChFC · CFP® Candidate · AFSP — Annual Filing Season Program (AFTR)

Kissimmee, Florida

Virtual

In-Person

Specialties

Estate PlanningBusiness OwnersFinancial PlanningTax PlanningLife Insurance

About Me

I am a Strategic Financial & Tax Consultant specializing in advanced tax planning, business structuring, and life insurance strategies for business owners and high-income families.

Through Score Financial Group, I help clients make disciplined, legally sound financial decisions focused on tax efficiency, asset protection, and long-term clarity. My approach integrates technical expertise, ethical planning, and a deep understanding of the complexities faced by entrepreneurs and professionals building lasting wealth.

♥

Interests & Hobbies

Travel, Reading about Tax Strategy and Corporate Structures, Business Development, Educational Content Creation, Coffee and Cigar Conversations

Ready to talk?

Always free for clients.

Credentials

ChFC, CFP® Candidate, AFSP — Annual Filing Season Program (AFTR)

Chartered Designations

What do these credentials mean?
See FINRA's official explanation →

Connect

Verify This Advisor

Home State Insurance License Consumer Search

Disclosures

The information provided by this advisor is intended for educational and general informational purposes only and should not be considered legal, tax, or investment advice. Clients should consult with their own attorneys, CPAs, or financial advisors before making decisions based on any recommendations. All financial strategies discussed are subject to individual suitability and regulatory requirements. The advisor is not a licensed attorney or CPA.