Allan Moskowitz (AIF®, BS, CFP®)

Allan Moskowitz focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Allan Moskowitz focuses on the following client needs and areas of financial life planning:
- for Values-Minded Individuals, Families, Business Owners and High Net Worth Clients
- Investment Advice with Ongoing Investment Management
- Retirement Plan Investment Advice and Set-up
- Retirement Plan Distributions, Cash-flow, and Income Planning
- Tax Planning
- Sustainable, Responsible, Impact Investing-SRI/ESG Investing
Additional Information
Allan Moskowitz has over 30 years experience in delivering a client values driven approach in financial services and Sustainable, Responsible, Impact (SRI/ESG) Investing
Allan is a long-time member of the Financial Planning Association (FPA), First Affirmative Financial Network, US Social Investment Forum, Green America, and East Bay Green Business Association, and has served many years as a member of the Pro-Bono Committee of the FPA providing crucially needed advice to underserved members of his local community and is a strong believer in social, racial and gender justice helping those in need of a hand up.
NAPFA Start Date
October 02, 2020