Alex Moss, Cfp® Email & Phone Number

My NET WORTHWHILE is continually challenging myself to learn.With an innate gift of discernment, Alex helps clients carve through the clutter of complex financial matters to build clarity and financial peace of mind.After graduating summa cum laude in Finance from the University of North Carolina at Charlotte, Alex began his financial services career as a financial advisor in the insurance and banking industries. During this time, he completed postgraduate study at Bryant University to obtain his Certificate in Financial Planning to proceed with his studies in the CFP® Program. He is now a CFP® Practitioner.At Mecklenburg Community Church, where Alex is a member and active attendant, he leads the finance team within the Meck Institute. The Institute is an arm of the church that operates as a community college. The coursework is designed to help attendees of Meck and the broader community focus on biblical truths and personal spiritual growth. He is a volunteer teacher, mentor, and content creator.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.