Tom Mosley Email & Phone Number

Tom is a 1998 graduate of Pepperdine University in Malibu, California, where in his MBA degree he majored in finance. He also earned a Masters of Theology degree from Dallas Theological Seminary in 1990. Tom was a pastor for over 20 years and served as Chaplin for the Permian High School football team featured in “Friday Night Lights”.Tom specializes in working with retirees & those nearing retirement who want to help protect their principal & ensure that their money lasts – focusing on investments with low risk, low volatility, & a high probability of returns. Seeing loved ones experience unnecessary loss & hardship in retirement has made Tom passionate about spreading financial literacy to aid in securing others' financial futures. Tom has helped hundreds of employees from Fortune 500 companies such as Wells Fargo, Disney, & Edison, as well as multiple individuals from the Screen Actors Guild & other groups make wise decisions about their 401(k), pension plans, & Social Security benefits after they retired or changed jobs. Tom believes being a faithful guide that clients can rely on is among the most important service Mosley Wealth Management can provide. Tom lives in Placentia in Orange County where he has coached Little League, NJB Basketball, JUSA Soccer, &Pop Warner football for many years, as well as serving as chairman of his church board. His hobbies include traveling & rooting for local sports teams.******Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766 Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength claims-paying abilities of the issuing carrier. This content is intended for informational & educational purposes only. It is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the particular needs of an individual situation. All hypothetical examples are provided for illustrative purposes only; they do not represent real-life scenarios. Neither MWM, nor its agents, may give tax or legal advice. Our firm is not affiliated with or endorsed by the US government or any government agency.

Listed skills include Fiduciary Services, Retirement Planning, Low Volatility Investments, Financial Planning, and 8 others.

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  Founder | Independant Financial Advisors

  Mosley Wealth Management

  Jan 1995 - Present - Orange County, California Area

  Mosley Wealth Management specializes in helping pre-retirees and retirees secure their financial future by helping them plan and protect against the uncertainties of retirement.Mosley Wealth Management believes one can only have true financial confidence when one knows without a doubt they have a comprehensive financial strategy designed to provide for them during the good times, and be defensive during the bad. They also understand people need an ongoing advocate to help guide and protect them through life’s unexpected and inevitable turns. Mosley Wealth Management and their Investment Team work hard to bring their clients the financial solutions that are designed to help protect, preserve and grow their assets using trademark Low Risk, Low Volatility Investment Solutions™ that are designed to capture market gains while seeking to avoid the majority of market losses.