Michael W. Moon Email & Phone Number

Following in the footsteps of my father, I joined the financial services profession in 1982 & have built a family-centered financial planning practice for successful individuals, business owners, & their families. I use a team approach to providing highly customized, confidential & personal service to clients as they prepare for major milestones & into retirement years. Our team helps clients plan for all phases of life, with special focus on the implementation of retirement income distribution strategies.I am fortunate to have my wife, Beth, run our operations for the last 10 years & our daughter, Julia, joining our team. Together with Julia, Debbie (who has been on my team for over 25 years), Shanon (new to our team) and Beth & the intellectual capital at Commonwealth Financial Network, we provide:• Objective solutions so clients can make the final decisions for their own financial future,• Customized financial blueprints using a disciplined, structured & cross-disciplinary approach, tailored to each client’s needs, goals & objectives,• Ongoing review & personal service to ensure alignment with the client’s situation & our changing world.I am dedicated to making sure that clients are in the best possible financial situation for themselves, their families & legacy. My passion for helping others shines through in my work, both as a CFP® practitioner & as a contributor to my community. I have been quoted in the San Diego Union Tribune & have authored writings on retirement income. Since moving to Poway in 1990, I have served my church in various capacities as an Elder & Chair for the Special Gifts and Endowment Committee. I am also honored to be awarded the 2003 Rotarian of the Year by RB Sunrise Rotary Club.A 4th generation Californian, I look forward to our annual family reunion at San Luis Obispo, where over 4 days, 120 or so of us reunite & rejoice our family ties. I love to travel, especially to destinations that allow me to surf, in search of the perfect wave.

Listed skills include Retirement, Strategic Financial Planning, Insurance, Financial Advisory, and 15 others.