Dave Moses
IAR at Statera Financial, CFP® RICP®
- Role
- Investment Advisor Representative at Statera Financial
- Location
- Franklin, MA, US
- LinkedIn followers
- 500 followers
About Dave Moses
I offer a unique holistic Financial Plan which focuses on the four corners of a sound…
Experience
Investment Advisor Representative
Jan 2016 — Present · Walpole, MA, US
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Education
San Diego State University-California State University
Bachelor of Science (BS)
1981 — 1986
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