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

NAPFA Start Date

October 02, 2020


This Office

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