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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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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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

P.O. Box 5370 Somerset, NJ 08875-5370 Phone: (732) 873-0433 Fax: (732) 873-2296