Allan W. Moskowitz,  CFP<sup>&reg;</sup> - Financial Advisor

Allan W. Moskowitz, CFP®

AIF™

Certified Financial Planner, Licensee

Transformative Wealth Management, LLC

6317 Fairmount Ave
El Cerrito, CA 94530
FINANCIAL ADVISOR'S WEBSITE
(510) 524-5500

General

Allan Moskowitz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Transformative Wealth Management, LLC in El Cerrito, CA and the surrounding communities.

Financial Advisor Overview

Fee-only financial planning and investment management, focused on retirement, income generation, and sustainable responsible impact investments (SRI), customizable for individual client needs and preferences.

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Financial Advisor Experience

Over 25 years experience

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

CA-Independent Registered Investment Advisor, IARD # 283660

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources