Allan Moskowitz
Principal at Transformative Wealth Management, LLC
- Role
- Cfp and Principal at Transformative Wealth Management, Llc
- Location
- El Cerrito, CA, US
- LinkedIn followers
- 500 followers
About Allan Moskowitz
Fee-only independent objective investment management, financial planning, hourly…
Experience
Cfp and Principal
Transformative Wealth Management, Llc
Jul 2016 — Present
Principal of Transformative Wealth Management, LLC with over 25 years experience offering fee-only personalized investment management and financial planning advisory services for individuals, small businesses, non-profits for retirement, tax and estate planning, tax-favored income and trust management, college funding, values and mission-based investments.
Education
Logan University
Bachelor of Science (BS), Doctor of Chiropractic (DC), Chiropractic and Nutrition
1973 — 1977
The University of New Mexico
undergraduate, Pre-Chiropractic Studies
1970 — 1972
College for Financial Planning
CFP, Financial Planning and Services
1989 — 1992
Skills
- Investment Management
- Nonprofits
- Asset Allocation
- Portfolio Management
- Public Speaking
- Retirement Planning
- Wealth Management
- Retirement Plan Consulting
- Fixed Income Portfolio Management
- Financial Advisory
- Estate Planning
- Tax Planning
- Investment Advisory
- Retirement Income Strategies
- Investment Strategies
- Strategic Financial Planning
- Debt Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.