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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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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