Richard H. Moon
CFA, CPA (inactive), MBA | Independent Wealth Advisor | Former Fortune 500 Strategist Helping Clients Build and Protect Wealth
- Role
- Principal Investment Advisor at Ascendant Capital Management
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Richard H. Moon
Richard Moon, CFA CPA, is the Principal Investment Advisor of Ascendant Capital…
Experience
Principal Investment Advisor
Jun 2015 — Present · Brea, CA, US
Assist in the achievement of long-term goals through disciplined portfolio management and effective financial planning.• Evaluate risk and implement appropriate solutions involving insurance and other appropriate vehicles.• Assess business structure and operations and recommend strategies that result in improved tax efficiency and profitability.• Assist in evaluation of major financial decisions and its economic impacts.
Education
University of Southern California
Master of Business Administration (M.B.A.), Finance
1999 — 2001
UCLA
Bachelor’s Degree, Economics
1987 — 1991
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