Troy C. Moyer,  CFP<sup>&reg;</sup> - Financial Advisor

Troy C. Moyer, CFP®

CPA, PFS

Wealth Advisor

Jeffrey Schulte

5 Valley Square, Suite 220
Blue Bell, PA 19422
FINANCIAL ADVISOR'S WEBSITE
(610) 529-8683 CONNECT WITH Troy
  • linkedin link

General

Troy Moyer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jeffrey Schulte in Blue Bell, PA and the surrounding communities.

Financial Advisor Experience

Top-performing Wealth Advisor with over 20 years of experience, utilizing his knowledge of investment, tax, estate, and risk management planning to help high net-worth business owners and corporate executives achieve their goals. Leverages unique expertise as a Certified Public Accountant (CPA), a Certified Financial PlannerTM (CFP®), and a Personal Financial Specialist (PFS).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Arbitration & Mediation, Comprehensive Financial Planning, Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Banking, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Insurance, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources