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

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

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This Office

6317 Fairmount Ave El Cerrito, CA 94530-3647 Phone: (510) 524-5500