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.