John Moynihan (CFP®)

John Moynihan focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs

Planning Specialties

  • Comprehensive financial planning
  • Investment portfolio management
  • Investment advisory services
  • Insurance planning
  • Retirement planning
  • College planning

Additional Information

At Waterstone Wealth Advisors we are committed to enriching the lives of our clients by providing stewardship for their wealth in all of its dimensions. By partnering to build and maintain a holistic financial environment Waterstone clients are better able to fully enjoy each aspect of their wealth. We strive to provide the understanding and empowerment that comes from working with a trusted advisor.

NAPFA Start Date

March 30, 2009

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This Office

21 W High St Somerville, NJ 08876-2103 Phone: (732) 873-0433 Fax: (732) 873-2296