Azil Malan

Financial Planning Consultant

Azil is a Financial Planning Consultant with over two decades of experience in the financial services industry, assisting affluent families and family offices. She specializes in estate, charitable, and business succession planning, leveraging her experience in client service and process implementation to help clients navigate complex wealth planning strategies.

Azil takes pride in her ability to multitask, complete complex projects, and foster strong client relationships. Her background in operations management and financial services contributes to her deep understanding of wealth preservation and transfer planning.

Beyond her professional work, Azil is dedicated to community service. She is the treasurer of Our Mother’s Home of Southwest Florida, a foster home for teen mothers and their babies and is an active member of the City of Fort Myers Historic Preservation Commission. She has previously served on the boards of Blankets and Blessings, a nonprofit supporting the local homeless community, and Canstruction Atlanta, a charity focused on hunger relief.

Azil earned her Bachelor of Arts degree from California State University, Dominguez Hills. Originally from Cape Town, South Africa, she moved to the United States as a teenager, though much of her family remains in South Africa, where her lineage dates back to the 1600s. She and her husband, Jeff, reside in Fort Myers, Florida. Together they have three grown children. An avid traveler, she strives to visit at least two new countries each year, embracing new cultures and experiences.