Allan Moskowitz, Cfp, Aif

Allan Moskowitz, Cfp, Aif Email and Phone Number

Principal at Transformative Wealth Management, LLC @ Transformative Wealth Management, LLC
el cerrito, california, united states
Allan Moskowitz, Cfp, Aif's Location
El Cerrito, California, United States, United States
Allan Moskowitz, Cfp, Aif's Contact Details

Allan Moskowitz, Cfp, Aif personal email

n/a

Allan Moskowitz, Cfp, Aif phone numbers

About Allan Moskowitz, Cfp, Aif

Fee-only independent objective investment management, financial planning, hourly consulting, tax and estate planning for individuals, small business and non-profits. Specialty in Sustainable, Responsible, Impact (SRI/ESG) investing.Enhancing the transformative impact and empowering you through the environmental and social justice impact of your investments. We empower our clients by educating and assisting you to make wiser and more informed financial decisions, while incorporating your ideals, and environmental and social values. Life is complicated enough. We work hard to make your lives simpler and less stressful. We take fiduciary responsibility seriously and put your interests before our own as fee-only fiduciary investment advisors. Our fees are fully disclosed and we provide ongoing oversight and management with quarterly performance and billing. Plus, we collaborate with your tax and legal professionals for your benefit and refer clients to insurance, tax, and legal professionals when called for.Transformative Wealth Management, LLC CA Independent Registered Investment Advisor, IARD# 283660

Allan Moskowitz, Cfp, Aif's Current Company Details
Transformative Wealth Management, LLC

Transformative Wealth Management, Llc

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Principal at Transformative Wealth Management, LLC
el cerrito, california, united states
Website:
transformativewealthmgt.com
Employees:
2
Allan Moskowitz, Cfp, Aif Work Experience Details
  • Transformative Wealth Management, Llc
    Cfp And Principal
    Transformative Wealth Management, Llc Jul 2016 - Present
    6317 Fairmount Avenue, El Cerrito, Ca 94530
    Principal of Transformative Wealth Management, LLC with over 25 years experience offering fee-only personalized investment management and financial planning advisory services for individuals, small businesses, non-profits for retirement, tax and estate planning, tax-favored income and trust management, college funding, values and mission-based investments.
    View
  • Affirmative Wealth Management/Pia
    Certified Financial Planner, Licensee
    Affirmative Wealth Management/Pia Sep 2008 - Jun 2016
    El Cerrito Ca-San Francisco Bay Area
    Fee-Only Certified Financial Planner® SRI Investing for retirement, tax-favored income, trusts, and personalized for all client preferences.Independent and objective Investment Management, hourly consulting, and Financial Planning for individuals, business, non-profits, and trust investment management.
  • Progressive Asset Management/Fwg
    Cfp
    Progressive Asset Management/Fwg Aug 1997 - Aug 2008
    Oakland, Ca
    CFP specializing in SRI investing.
  • Financial Network Investment Corpoation Finc
    Cfp
    Financial Network Investment Corpoation Finc Jan 1990 - Aug 1997
    Albuquerque, New Mexico Area
    CFP, licensee

Allan Moskowitz, Cfp, Aif Skills

Investment Management Portfolio Management Financial Advisory Retirement Planning Strategic Financial Planning Wealth Management Investment Advisory Asset Allocation Investment Strategies Public Speaking Estate Planning Tax Planning Debt Management Retirement Plan Consulting Retirement Income Strategies Fixed Income Portfolio Management Nonprofits Qualified Retirement Plans

Allan Moskowitz, Cfp, Aif Education Details

Frequently Asked Questions about Allan Moskowitz, Cfp, Aif

What company does Allan Moskowitz, Cfp, Aif work for?

Allan Moskowitz, Cfp, Aif works for Transformative Wealth Management, Llc

What is Allan Moskowitz, Cfp, Aif's role at the current company?

Allan Moskowitz, Cfp, Aif's current role is Principal at Transformative Wealth Management, LLC.

What is Allan Moskowitz, Cfp, Aif's email address?

Allan Moskowitz, Cfp, Aif's email address is am****@****bal.net

What is Allan Moskowitz, Cfp, Aif's direct phone number?

Allan Moskowitz, Cfp, Aif's direct phone number is +151052*****

What schools did Allan Moskowitz, Cfp, Aif attend?

Allan Moskowitz, Cfp, Aif attended College For Financial Planning, Logan University, The University Of New Mexico.

What are some of Allan Moskowitz, Cfp, Aif's interests?

Allan Moskowitz, Cfp, Aif has interest in Children, Gardening, Civil Rights And Social Action, Economic Empowerment, Environment, Poverty Alleviation, Hiking, Music, Biking, Human Rights.

What skills is Allan Moskowitz, Cfp, Aif known for?

Allan Moskowitz, Cfp, Aif has skills like Investment Management, Portfolio Management, Financial Advisory, Retirement Planning, Strategic Financial Planning, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Public Speaking, Estate Planning, Tax Planning.

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